As your financial planner, it’s our fiducial responsibility to help ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments.  Recognizing that each client has individual needs, I am dedicated to understanding and appreciating each client's situation before making recommendations. We believe in educating clients and work diligently to help develop achievable goals, understand financial choices and portfolios, and implement strategies that assist clients in attaining their personal plans. As an independent financial service firm, we do not receive financial incentives for using any investment over another, so we are able to tailor strategies so it will always be in the best interest of each client.  If these attributes are ones you feel are important to building a relationship, then we are looking forward to using our experience to help you pursue your financial goals.