I focus on my clients’ financial well-being and security. My goal is to understand what matters most to my clients individually, then simplify the investment world for them and bring clear direction to their financial lives. I assess, strategize, implement and track my clients’ investment portfolios, then report back to them on a regular basis. I use a holistic and comprehensive planning approach and coordinate with my clients’ outside advisors including legal counsel and CPAs. My clients feel confident in that their investments are managed and regularly reviewed by someone upon whom they can trust.