Mission Statement

To help my clients make wise and well-informed investment decisions so they can achieve their financial goals.

Having spent countless hours talking to hundreds of clients about their life goals, aspirations, hopes and fears, one thing becomes clear: each client is truly unique. Each client views financial success differently, has a different view of financial markets, and has a different perception of risk. I believe that is why each client deserves a personalized approach. It is my job, as a financial advisor, to carefully listen to my clients, understand their goals and aspirations, and create a financial plan that will serve as a roadmap to help them move toward their financial destination.

However, a plan by itself is not enough. In order to become a reality, a financial plan must be put into action. A carefully and thoughtfully crafted investment portfolio is the link that connects the plan to reality. The portfolio must balance the competing objectives of growth, risk, income and preservation of capital. To try to reach that balance, various combinations of investment strategies must be used, and portfolio adjustments have to be made periodically to make sure investments are working as intended. I help my clients design, implement and monitor investment portfolios that do that.

As a financial advisor, I understand that the world of investments and financial services is becoming more and more complex. New investment products are being introduced to investors all the time. Sometimes financial concepts and jargon can be overwhelming for the average investor. I view it as one of my missions in this business to simplify things for my clients, and explain complicated things in plain language. I want to make financial concepts more transparent and more accessible for individual investors.

So, whether you are fairly new to the investment world or have some experience and just need a little help and advice, I am here to guide you toward your ultimate financial destination, to help you navigate through the treacherous and unpredictable financial markets, and to look out for the unforeseen obstacles along the way.