How long have you been practicing?
I launched my firm as an independent financial advisor on January 4, 2021. Prior to that I spent over five years in business finance, analytics, and systems including leading teams of engineers and analysts including working at Deloitte Consulting and as an independent consultant to Goldman Sachs.
Do I have to be in your area or can you work with me remotely?
I only work remotely! I work with clients anywhere in the U.S. through video conferencing and other internet-based systems. This allows us to be as efficient and environmentally-friendly as possible and avoid unnecessary travel time.
Are you a fiduciary fee-only advisor?
Yes! A fee-only financial advisor is paid a set rate for the services they provide, rather than getting paid by commission on the products they sell or trade.
Want to know more, you can read about fee-only advising here.
Where is my money held if I work with you?
I work with Betterment for Advisors for custody of my clients' investments. Betterment is a leading, tech-forward custodian that offers low-cost investments and a convenient user experience.
What is your investment philosophy?
We utilize passive investing as an investment strategy, it doesn't try to outperform the stock market with a constant stream of trades, as other strategies do. Instead, passive investing believes the secret to boosting returns is by doing as little buying and selling as possible and keeping costs low. It's a strategic and gradual, time conscious philosophy that acknowledges that while the stock market ebbs and flows, it inevitably rises over the long hauls.
Who do you work with?
While we work with a variety of clients, we have found that we work best with young, high-achieving millennials helping them navigate life transitions and significant life decisions. With the focus on making appropriate decisions and/or investments to capture and sustain progress toward their goals.