Getting Started on Your Journey
Getting started is easy. Schedule a complimentary, initial meeting with me by phone or video conference, so we can get acquainted. I can answer your questions, and together we explore the basic ways we might work together to achieve your financial vision. You then decide if the personality fit feels right and whether you would like to move forward.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
