Broker Check

What I Believe

  • I believe that money is not the most important thing in life. Confidence and clarity in your wealth management strategy will allow you to concentrate on the things in life that are most important to you like family and health.
  • I believe in our relationship. Ours is a trusted partnership.
  • I believe that every individual and every family is unique. As such, I believe that the wealth management process should be highly personalized.
  • I believe in substance versus style.  Our approach will be rational, durable and methodical.
  • I believe in long-term results versus short-term performance.
  • I believe that most investment mistakes are driven by emotional missteps, not intellectual ones.