Yes, I am a fiduciary. Every recommendation or advice I provide is required to be both suitable and with your best interest in mind.

• I am not affiliated with any corporation or any financial products. I am not incentivized to sell or earn any performance-based compensation/commission.

• Scheduling can be difficult if a business is bound to certain hours. My bosses are my clients and I will do my best to work around their schedule as appropriate.

• I offer both an on-going relationship or a one-off project-based plan which is charged by the hour.

• In an on-going relationship, you can choose between engaging in discretionary and non-discretionary management. This means you have the option to choose to let me manage your assets or keep your assets where it is.

  • In a non-discretionary relationship where I do not manage the assets directly, you will be responsible in making any changes and trades after advice or recommendations are provided.

Although there is no asset minimum to start working together, I do have a minimum annual advisory fee regardless of asset size. Please see pricing page for more details and breakdown.

I operate a solely virtual practice. This approach not only adds convenience but also significantly reduces our operating costs—savings that we reflect in our competitive pricing plans.

• Schedule an introductory call via ‘Book An Appointment’ at the top right of the screen. This initial conversation will give both parties an opportunity to learn more about one another and determine if we will be a good fit.

• If I believe your needs can be serviced better elsewhere, I will provide you referrals within my own network for your consideration.