Products and services. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
I have long recognized the positive benefits of behavioral finance and emotional competence in helping clients make better decisions with, and about, money in the presence of competing priorities and emotions that are sometimes difficult to deal with.
It is because of this position that I have now differentiated myself even further by obtaining the Behavioral Financial Advisor (BFATM) designation. It is through this differentiation that I can continue to deliver value to you by helping you achieve your goals in alignment with your values.
By delivering on the value of behavioral finance and emotional competence, I do more than just manage money, but add holistic value to you by helping you make rational, values-based decisions with your money.
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.
