Broker Check

About Us


Each letter in our name can stand for many things related to how we manage our relationship with you.

S - Strategic, Systematic, Structured, Simple: working with you to identify your goals and interests along with your tolerance for investment risk and design an easy to understand means of achieving your goals.

M - Managed, Methodical, Modeled, Monitored: behind the scenes we are constantly reviewing the strategies implemented to achieve your goals and objectives.

C - Collaborative, Consistent, Comprehensive, Continuous:  we keep you informed along the way with as much or as little of the information you desire.


As your financial advisor, I can:

  1. Help you clarify and define your goals;
  2. Recommend solutions that fit your needs;
  3. Deliver timely information;
  4. Explain how changing financial conditions affect you;
  5. Monitor your financial progress;
  6. Make investment planning easier.

I am fully committed to:

  • Listening to my clients;
  • Helping my clients understand their options;
  • Helping my clients achieve their financial goals through careful, thoughtful and prudent planning;
  • Providing highly personalized service;
  • Expanding my expertise through continuing education.

I achieve each of these goals through superior product, industry and taxation knowledge and investment analysis. In addition, for my corporate clients, I focus my attention on effective management of fiduciary responsibilities.