My Review Process

In the interest of efficiency, I will reach out to you prior to our review meeting and ask what you would like me to cover and whether you have any specific questions.

I believe face-to-face meetings are vitally important to our relationship.  Whether that happens in your office, on the golf course, or on a fishing boat, it’s completely up to you.  I provide my services by phone as well – whether it’s a change in your financial situation or to simply say hello, you can expect to be able to speak with me directly.

I am committed to continually evaluate your financial picture and periodically review the performance of your investments.