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My Process

I utilize a disciplined process to create investment plans that align with your needs. This begins with understanding your investment objectives, time horizon, and risk tolerance — all of which will drive your asset allocation and help me determine the right balance for you. I offer customized strategies and objective guidance with the goal of helping you navigate the complexities of the markets and address your financial concerns.

Through this rigorous investment management approach and consultative process, I create a personalized portfolio for you and implement and monitor your strategies on an ongoing basis. I also offer periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change, our investment strategy will adjust to stay up-to-date and on track with your specific needs.

Only after thorough examination of all variables am I able to build an investment portfolio specifically created to assist you in pursuing your personal financial goals. Financial planning is an ongoing, dynamic process, which is why I’m here to serve you for the long-term. Contact me today to get started.