First and foremost, I consider myself an investment manager. I work with clients to create individually designed portfolios to address various needs and goals across the investment spectrum from income and modest growth to growth and aggressive growth. Then, I provide hands-on management seeking to secure gains and find new opportunities in the ever-changing market place.
Overall though, I am not one dimensional. As a LPL Financial Advisor, I assess your collective financial situation and work to provide you with the information and strategies to address a full spectrum of needs.
This includes retirement and estate planning, asset protection & income strategies, college savings vehicles, as well as life and long-term care insurance.
My clients mostly enjoy my collaborative style. I have a personal approach and seek to work along-side my clients, with the goal of having them well informed and engaged in the process.
I have a in BA Economics. I love analyzing macro movements across the economic and political spectrum to see where shifts are occurring so that I can adapt portfolios aiming to stay ahead of the curve. I am married with two kids and enjoy numerous outdoor activities including biking, kayaking, skiing and golf among others, as well as reading – mostly history.