Our firm helps you understand the planning process.  Where you are now, and where you want to be.  We specialize in understanding risks and what it means for you and your portfolio. That’s what motivates me to be in this business. Too often people take “advice & tips” from people who may have a different comfort level with risk than you do.

My main objective is to help you create, keep, and transfer wealth.

My biggest contribution to your success is our D3 System, which is Discover, Design, & Deploy.

1. Discover meeting, I get to know you and the goals that you want to achieve.
2. I Design a plan that will get you there safely and on time.
3. Once you approve the plan, I then Deploy

I continue to speak with you through-out the year to make sure nothing has changed. If something comes up in your life that indicates we need to change something in the portfolio, we will.

I began my career as a Financial Advisor with Edward Jones in 2007 where I worked for 8 years.  In 2016 I moved to Raymond James & Associates. In 2020 I became a registered advisor on the independent side of Raymond James. In the best interest of our clients, we migrated to Charles Schwab in 2024.

After being in the business since 2007 I have discovered that there are people who want to be aggressive in their portfolio’s and those who want to be very conservative. I feel both can be very detrimental. With each client I spend time talking you through your emotions to make sure I’m getting you in a portfolio that’s right you.

To achieve that, I use a two-step process. First, we will complete a risk assessment that lets me know what your comfort level with risk is. Then, we use a tool called the “Asset-Map”.  It is a one page spread sheet that captures your assets and from there we can explore scenarios that allows us to get you into a portfolio that meets your goals.

My main goal is to educate you.  A lot of times we get conditioned to buy something, like a stock, or a bond.  I feel that it is important to explain how different securities can work together and how to build a portfolio that can be very efficient.

At a minimum I call clients once per quarter and have them visit the office once a year to review the portfolio. However, if a client wants more information, I increase the phone calls and schedule office visits more regularly.  My best relationships are with those who take an interest in their options and investments.

Today information moves fast and as a financial advisor I have access to it.  We have data that supports the reason I want or need to put a certain security in a portfolio.  Too often we have seen people make a bad investment decision from a “hot tip” they got from their friend or neighbor.

My approach is to get to know You!  What are Your goals?  What are Your fears?  I will help you answer the “why” question.  If you know “why” we are making these investments, then you can handle anything that is happening in the market with peace.