With 35 years of experience in the financial industry I want to help investors save more of their own money by exposing hidden fees and investing with low-cost index funds.
The worst investing decisions are usually driven by fear or greed. You can't control the market but the market can control you if you let it.
I enjoy teaching clients the value of low-cost asset class diversification. Every investment position in a portfolio should serve a purpose, and that purpose should not be to benefit your broker.
Investing does not have to be complicated. As a financial advisor, I want to help clients gain knowledge and be in control of their finances.
As a financial advisor, I take pride in developing trusting relationships with my clients and coaching them towards the goal of financial wellness.