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My Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing guidance to help you stay informed, I start by listening to learn more about you and your family.

Investment personality – Your approach to investing.

Drawing upon research in the field of behavioral finance, I leverage Fidelity and Kestra resources to get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing, we can customize the financial approach we develop together to help you pursue what matters most to you. Behavioral finance is one of the ways to help us get to know you – to understand your goals and priorities. This will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

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