FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I never charge a dime for phone calls and consultations. If we decide that we're a good fit and you would like me to help with your investments, I offer both fee based and commission options to fit your personal needs and preferences.
- What is your typical process for working with a new customer?
It's all about getting to know you so I can understand your unique situation and how to help you achieve your financial goals. We'll talk about your specific needs, determine your comfort level with risk, identify any investments that do not agree with your personal preferences, and work together to build a custom strategy based on your needs and time horizon. Then we work together for the long term to keep your goals on track throughout your life.
- What education and/or training do you have that relates to your work?
Bachelors in Finance and Accounting Masters in Accounting Series 7 Series 66 14 years in the financial industry