Broker Check


My approach to investment planning is to make suitable recommendations consistent with your goals, risk tolerance, investment experience, future cash needs, and investment time horizon. Applicable investment strategies include active trading, asset allocation, buy and hold, diversification, value investing, income oriented, passive investing, dollar cost averaging, tax management, and socially responsible investing.

Many investors let their emotions take over during sharp market downturns or when it seems everyone is buying into the market. Emotionally invested, they tend to “buy high and sell low” which, of course, is the opposite of what you should do. Investors who work with an advisor find emotion is removed from the decision-making process.