Control, Transparency and Low Cost are the key principles that guide my investment philosophy. These principles combined with experience and discipline and applied within the context of a comprehensive financial plan are a powerful combination that allow clients to achieve their financial goals. The financial world can be intimidating and a trusted partner can be invaluable in helping to navigate the multitude of options available to you. My goal is to be that partner, help you plan, simplify your life and help you make informed decisions.