Working With You
I want to hear your story, and what your money means to you or your entity. What are you passionate about? What do you value? What do you want to accomplish?
Given that background, we’ll follow CFP® Board’s Financial Planning Practice Standards to build your financial plan; one that reflects your unique goals and values. I’ll recommend solutions that I believe will give you the best likelihood of making your plan a reality, and I’ll stick with you each step of the way as we work to accomplish your goals.
In addition to sharing my care, concern, wisdom and experience; Your relationship with me is backed by one of the largest privately held, Independent Financial services firms in the US, Cambridge. Cambridge has been awarded broker/dealer of the year 8 of the last 10 years. Custody is provided by the largest 3rd party custodian, Pershing – a business of BNY Mellon. SIPC.