My Philosophy

I am a results-driven financial advisor who focuses on financial and retirement planning. I listen to your retirement and lifestyle goals and work to help you achieve them. I always work for your best interest and tailor my advice to your specific financial needs. I am proactive in my approach and like to check in with you regularly to ensure we are executing on your strategy. Whether you are in the early stages of wealth-building or nearing a well-deserved retirement, I take a holistic look at your financial situation to help you clarify your priorities and pave a way forward. I have 33 years of experience as a financial advisor, and I view the support and commitment my clients place in me as sacred. By working together, we can make great progress transforming your financial aspirations into reality.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)