Advisor profile

You are a unique individual, growing and adapting to changes in your life. I understand that your financial situation and goals are just as unique. Instead of applying a one-size-fits-all approach, we will create a personalized financial plan by working together to explore your situation, define your financial goals and choose your investment strategies accordingly.

As your goals change over your lifetime, we will update the recommendations in your financial plan to address these changes. Our comprehensive approach requires an ongoing relationship with frequent communication. We want you to share with us what is changing in your life and we will explain to you how changing markets or economic cycles are impacting your goals. This open communication allows us to effectively partner in updating your financial plan’s recommendations and adjusting your investment strategies as needed to move you toward achieving your goals.

Our meetings are flexible and include evenings and weekends; in-person, video conference, or phone. In addition to meetings, you can communicate with us by phone, email, and  text messaging.

You will work directly with me and my staff, not an artificial intelligence program, robot-advisor app, or website. You will benefit from my knowledge and experience which began in 1986.

• My wife and I support breast cancer research and Race for the Cure, Habitat For Humanity and the Salvation Army.
  
• Thank you for joining us over the past several years at the Race for the Cure. We look forward to participating in the next one.
  
• My wife and I support childhood literacy development efforts. We have supported elementary school classrooms by helping students without the means to participate in the Book-of-the-Month subscription service as well as by contributing toward teachers' classroom book wish lists.
  
• Susan G. Komen

I enjoy family outings, taking long walks and hiking through the woods. My passion for bowling and photography started in the 70's. Recently, I added mountain biking to my list of outdoor activities. My wife and I enjoy cooking and wine tasting. We also enjoy making wine and have created many varieties under the name of C & C Estates. Now that our children have grown we look forward to traveling more often. We have visited the much of the US and been to the Caribbean, China, Hawaii, Mexico, and several Mediterranean countries.