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Experienced Financial Advice. 

No-Nonsense Investment Management. 

Customized Risk Solutions.



 Check my Wealthminder score here

No Commissions

I’ll never win a lavish vacation for selling you an annuity or a mutual fund. The only way I get paid is directly from my clients.

Fiduciary

Fancy word meaning that I have a legal obligation act in your best interest. Not my own. Can your broker make that claim?

CFP® Professional

Only 27% of Financial Advisors are certified planners. This is your financial well-being, you deserve better than an investment salesman/saleswoman.   

Free Guide

The 4 Pitfalls Of Owning Actively Managed Domestic Stock Mutual Funds. 


Professional Partnerships


Always know that your money is safely held with an established financial institution you can trust.