Specialties
About Me
Fee only Fiduciary RIA firm in New York State.
Happy to meet in person or virtually. I specialize in retirement and investment management for nurses and professionals. If you enjoy straightforward conversations and someone who truly cares about your success we might be a good fit.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
Advisory services are offered through Champion Method, LLC, an investment adviser registered with the state of New York. Advisory services are only offered to clients or prospective clients where Champion Method, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.