Before we begin the investment selection process, we want to get to know you on a personal level – family, travel, entertainment, hobbies, health, and career.  This helps us bridge the gap from our discussions to building a customized wealth management plan.  The more insight you provide into these topics, the better equipped we will be to help you navigate your investment options that align with your criteria and needs.

We encourage you to speak openly and honestly with us.  During our discussions, we will educate you on investing fundamentals in order to help you better understand your selected investments.  We are well-versed in all of our product offerings and do not believe in favoring one product or service over another.  We base our guidance on your criteria and goals.