.png)
Investment Management
to Support Your Plan
Our investment decisions are too often driven by emotions and fears instead of being based on facts. These short-term behaviors can get in the way of accomplishing your long-term financial goals. I'll educate you about the investment strategies available to you individually and for your small business.
Investment Philosophy
Investing shouldn't focus on trying to time the market, but rather time in the market.
Don't let day-to-day market fluctuations get you off course.
A properly constructed portfolio that's well-diversified, tax-efficient and within your comfort level for risk can help you achieve your goals over the long-term.
Investment Approach
As a fully independent, fiduciary financial advisor, I have access to both well-known and unique investment solutions.
​
Updated risk management techniques allow for more equity exposure with a steadier experience during market downturns.
Small-business retirement plans, ESG and alternatives funds, securities-backed lines of credit and cash solutions are also available.