Finding the right financial advisor is about finding the perfect fit, and I’m here to help you do just that. Our process starts with a simple, no-pressure call to discuss how I can assist you. Together, we’ll determine the next steps at a pace and communication method that works for you.

I take a different approach. For 32 years, I’ve focused on helping people, not turning them away. With rising minimum investment requirements, many are left turning to automated investment platforms or navigating their financial journey without professional guidance. That’s why I offer tailored programs for everyone, built on the stewardship principles shared on my radio show, to help you achieve your financial goals.

We carefully assess your tolerance to ensure it aligns with the level of risk you're comfortable taking, whether high or low. Getting this right is essential for us to serve you effectively. At the core of any successful financial plan is strong risk management, which we believe is fundamental to the responsible stewardship of your financial future.

Our fees are structured based on the services provided. That might be an hourly rate, a one-time project fee, or an ongoing investment management fee. All fees are deducted directly from your investment account. We offer all new clients a complimentary phone consultation, as well as free guidance for quick questions via phone or email. Additionally, you’re always welcome to ask a question using the box above and access the free resources available on our website.