LPL Financial Advisor
You are unique. The challenges you and your family face are unique.
I don't believe in cookie-cutter financial plans, but rather customized, long-term, and goals-based approaches to prepare you for your best future. I am passionate about taking the mystery out of financial planning and speaking in layman's terms, giving as many examples or drawings as needed to help you understand 401(K)s, tax planning, retirement, college savings- you name it. And I don't just manage accounts- my specialty lies in looking at the whole financial health picture and coaching my clients on the path to achieving their goals. My nearly two decades in the business, combined with my own experiences through marriage, divorce, fatherhood, aging parents, home ownership, and taxes due, have shaped me to possess great empathy for my clients. If they succeed, I succeed.
Let's set up an initial meeting just to get acquainted. You choose the format (phone, Zoom, in-person) and we just chat- no strings, no obligations.