Overview

I am the succession plan for my father-in-law. I am looking to grow my own book through being the succession plan for other advisors. Looking to buy a practice. I believe the markets are efficient and I don't stock pick, market time or track record invest. I follow modern portfolio theory and the 3 factor model as the basis for my managed money investment philosophy.

I work with future focused savers who are coachable, understanding and kind.
I coach my clients to create their own wealth by:
-Preventing them from making investment decisions based on their own fear or greed
-Keeping them focused on their reason for wealth, their true purpose for money
-Providing prudent investment guidance free from speculation or gambling
-Make sure their behavior and decisions around money are always in line with their own personal investment philosophy

Last Activity
within 4 months

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