Broker Check


I can’t believe a guy like me is talking to a guy like you.’

 A new client said this to me in a meeting…to ME, a born and raised mill-town kid who thought having a microwave (last on our street) was the epitome of wealth!

The culture of the financial industry is littered with arrogance and elitism.

Not here 

Everyone needs planning, especially those working hard for their families—it’s why I do what I do. 

Let’s sit down and talk. 

What Does a Financial AdviCER do?

Yes, adviCER is correct, because our relationships are advice-driven.

We work in your best interestalways.

As a fee-only advisor, we cannot be paid by investment companies, investment products, or insurance products.

Our clients pay us for advice, as a fiduciary.

100% of the time. 

Organization

We will help bring order to your financial life, by assisting you in identifying priorities and goals.

Objectivity

 We bring insight from an outside perspective to help you avoid emotionally driven decisions.


We're here to consult with you, your family, and other key team members.

Accountability

This is a two-way street and we can help nudge you when needed to get things done.

Proactivity

 We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education

 We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Our Three Step Process

STEP

1

Design

The more we know about you and your goals, the better we can strategize.


Identify & Prioritize 

STEP

2

Build

Create a roadmap to address your personal priorities, broken into digestable pieces.


Plan & Execute

STEP

3

Support

Life changes? Market volatility? We are here for you proactively and as things change.


Track & Update

Let's Grab a Coffee

We can chat in person or virtually over a cup of Joe...and we can find out if there is some way we might help you pursue your goals and become better... organized, balanced, present... 

Schedule a Quick Chat