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Providing Personalized Service
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Experienced and knowledgeable |
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Dedicated to meeting your goals |
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Committed to client service |
Designations: Accredited Fiduciary, CERTIFIED FINANCIAL PLANNERTM
Financial Advisors is focused on meeting each client's specific financial goals and providing proven investment strategies when the situation changes.
Whatever your financial goals - growing assets, planning for retirement, transferring wealth - we provide the highest level of service along with sound advice to develop your plan and track your progress.
I strive to maintain long-term relationships with clients and their families by offering personalized service and research-based planning. Ongoing communications is a critical component of a true partnership and the cornerstone of a plan that meets tomorrow's goals without sacrificing the needs of today.
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Areas of Focus
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Award Selection Process
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Map
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Research Overview: Wealth Managers
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the market area to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of Five Star Wealth Managers to be no more than 7% of the wealth managers in the area.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
The Five Star award is not indicative of the wealth manager's future performance.
Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.
Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com
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