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Independence, Trust, Fiduciary Standard

Our independence allows us the flexibility to truly put our client’s objectives first. Working with an Accredited Investment Fiduciary­® assures you that we are always acting in your best interest. As an Accredited Investment Fiduciary­® I have pledged to provide advice that is based solely on what is in your best interest. AIF designees must complete a rigorous training program, successfully pass an examination, conform to a code of ethics, and adhere to continuing education requirements on an annual basis. These requirements assure that I remain up to date with industry events affecting fiduciaries.

Working with an independent broker/dealer who has no proprietary products allows us to be objective and provide objective advice and investment recommendations. My broker/dealer proactively offers a robust mix of services and tools allowing me and my team to provide an exceptional client service experience.

We believe in establishing long-term relationships with our clients that are built on a solid foundation of service, commitment and trust.