Value Statement
I help create financial security and peace of mind for small business owners, individuals and their families. I accomplish this by providing my clients with an exceptionally high level of service and personalized attention that meets, and hopes to exceed, their expectations. I take a customized approach to managing assets in order to help address current financial needs and achieve short term and long-term goals. My clients want to know that I’m looking out for them, but that I’m also keeping them fully informed and engaged in their investment portfolio. I consider my relationships to be partnerships where my primary job is to inform, educate and guide the investment strategy; to answer questions and keep my clients in-the-loop to whatever degree they want or need. I pride myself on accountability, being a good listener and teacher, active curiosity about my clients, willingness to learn new things on their behalf and share that knowledge, and enthusiasm for what such a partnership can accomplish. Finally, I have a particular focus on working with people in traditionally underserved communities such as the LGBTQA community, women from all walks of life and circumstances, and people of color.
Investment PhilosophyI recommend a strategic buy-and-hold asset allocation strategy with a tactical element that provides the freedom and ability to fill in gaps or take advantage of opportunities as they arise in a reasoned and systemic way. I use a broadly diversified portfolio of stocks, bonds, cash and alternative investments. I believe a steady, solid plan produces the highest level of financial well-being. I also work with my clients to review their risk tolerance regularly to ensure we maintain a portfolio mix that works best for their circumstances and goals as they too evolve and change.
