I have been providing personalized financial advice to individuals and families since 1986. After starting my career with a large firm where I felt there were limited products and services available, I made the decision to form my own registered investment advisory (RIA) firm. This gave me the freedom to offer the holistic, objective advice that I believe my clients need and deserve. Three decades later, I couldn’t be prouder of my team and the firm’s continued dedication to our clients and their financial planning. Day to day, I oversee the firm’s investment research and portfolio management team and develop its overall investment strategy. I also work directly with clients, helping to e