Through the lens of a holistic, long-term investment approach, I employ a “back to basics” process, where we develop an asset allocation based on where you currently are in your life, where you are heading, and where you ideally want to be. The goal is to help you pursue financial independence. You are not an account number. You have specific tendencies and risk behaviors, and I will work closely with you as such.

_{Asset allocation does not ensure a profit or protect against loss.}