4101 Greenbriar Dr.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Let us be your guides to help you with the basics of financial organization and education. We will help coach you and lay a foundation for potential success for you and your family.
We charge a premium fee for investment management and financial planning. Our goal is to give you value significantly more than the fee we charge.
We believe our perspectives on investments and financial planning potentially provide you the opportunity to grow and protect your generational wealth.
Our affiliation with LPL Financial gives you access to some of the largest institutional managers in the country. This relationship gives you the opportunity to also invest in alternative investments* like, private equity, opportunity zone and hedge funds where appropriate.
Assets under investment management over $1 million will be assessed a fee of 1.5%.
Assets under $1 million will be assessed a fee of 1.75%.
Discounts apply if both Financial Planning and Investment Management are chosen.
Options including insurance products, alternative investments, and structured products have separate individual charges based on product chosen.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of my success.
P.S.: if you are a referral, inquire on special pricing for your engagement.
Download our Financial Planning Brochure!
* Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.