Work with a Professional & Plan for your Future

I work with people from all financial backgrounds, and tailor advice to their needs. Typically I meet with my clients at least once a year to make sure we are on track. Be advised that the decisions you make today can drastically affect your financial wellbeing in the future. Unfortunately, most Americans do not work with an advisor and look for advice elsewhere.

According to Forbes "[...] those surveyed primarily get financial advice from family (35%) and internet searches (33%). The use of financial advisors is comparatively rare (11%)."

Most don't work with an advisor because they overestimate the perceived cost of advice, or think that they don't have enough money. I work with both the wealthy, and those that are new to investing. 

Send me a email below if you want me to contact you with more information about a specific topic like:

"I want to know how much I need to save for Retirement?"

"What's the best way to save for my Childs College?"

"How risky are my investments in my retirement account?

Dave Ramsey SmartVestor Pro

Dave Ramsey is a guiding force behind our personal finance philosophy, and I am proud to be a SmartVestor Pro. Dave Ramsey is famous for his radio show and his New York Times Best Seller Total Money Make Over. Controversial for his hardline stance against credit card debt and student loans, his process for building wealth has helped many to live a debt free life, build wealth, and eventually give back.

No matter where you are in the the "Seven Baby Steps" process, we will be more than happy to help you and your family with specialized advice. 

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Wadell & Reed or LPL Financial.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions.  SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest.  Please visit Endorsement disclosure  to learn more.