Broker Check

Second Opinion


The Peace of Mind From a Second Opinion


An attentive, holistic approach to wealth management. I'll determine where you are now and where you'd like to go. We'll analyze your financial situation and identify gaps, as applicable. It never hurts to know more, and I want to help you make informed decisions.

Why now? Money is in motion and many people are wanting someone to “check under the hood” of their current financial plans.

There’s a lot of uncertainty in today’s world, and I want to help make sure the people I work with have peace of mind knowing they’re on the right path.


1. I find you're in good shape and advise to stay where you are.

2. I find you could improve your situation. If I’m not a fit for your particular need(s) or personalities, I'm happy to introduce you to an advisor who can work with you most effectively.

3. I find gaps and opportunities in your current plan and feel I could add value. We would then explore working together.

Which of the people you care about most would benefit from a second opinion? Give me a call – I’m here to help.

Interested in a Second Opinion

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