I am in this business because of a long held belief in the benefits of long term investing and the impact that it can have on a person's life. I strive to bring cost-effective, active management to a person's wealth. I also feel that planning is the key to long term financial success. My goal is to work with my clients as a trusted professional upon whom they can rely for guidance as they seek to meet their important financial goals in. Taking into account their personal comfort level with investment risk, we craft customized investment plans designed to help them pursue their financial goals.