Specialties
About Me
I Started in this business in 2006.
I joined the firm that my father started in 2000. I was able to pass the Certified Financial Planning exam with an eight year old and a five year old in the house. Things were a little chaotic. I believe strongly that the value of our relationship is in the planning process. It is in our discussions and how they help you clarify what matters most to you. Once that is clear, we can align the money with those goals.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Investments may lose value. I can not predict the movement of the market. My job is to look out thirty years. I don't work for free. You will always know what you are paying me before you do so. The obligation is on me to provide value in excess of the fee.