Finance is a complex subject. Issues relating to money can be very emotional, and the backdrop is often noisy and confusing. As a perpetual student of investing and wealth management, I will always help my clients balance reason and emotion while fostering open and honest communication. I place the highest premium on listening to my clients and providing clear and concise advice. My interest in accountancy and finance led to becoming credentialed as a Certified Public Accountant (inactive, non-practicing) and Chartered Financial Analyst®. This has helped me serve my clients’ comprehensive investment and wealth management needs while upholding the industry’s highest standards of professional