We believe that frequent and meaningful communication leads to successful long-term relationships. My top priority is to provide clients with personalized, high-touch financial advice while keeping clients fully informed throughout the process.

Regardless of your portfolio size, we provide highly personalized, ongoing contact including periodic phone calls, meetings, e-mails and reports.

The professional team and support staff are accessible by phone and e-mail daily.

I am personally available for phone or e-mail consultations as needed on short notice.  I am committed to replying to all inquiries before the end of each business day or the next business morning.  Clients receive monthly newsletters and have online report access.