Broker Check

I believe the use of technology in an Investment Adviser's practice is absolutely needed today.

What Makes me different

The first thing I need to understand is your tolerance for risk. We need to make sure your portfolio fits your comfort with the investments we make.

I have put together a good mix of technology and personal advice. I believe this will help us communicate better, and have meetings that are less intrusive in your life.

I also have the ability to show your investments to you in a very understandable, and informative way. This allows you to have a much better way to know how you are doing, and are your investments achieving your goals. I am grateful to have the resources to bring this to you.

 

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