Broker Check

The 3 Point Wealth Strategies

Value

My value to clients: As a wealth advisor, I believe in building a relationship of trust. This means putting your interests first. With such an overwhelming number of investment options, one of the most important decisions a client can make is to seek the advice of a trusted, independent, and qualified advisor.

Experience

Over the last 24 years, I have worked in banking, accounting, & for the last 17 years the investment industry. I have found through experience that some individuals think every advisor offers the same investments/planning, which is not true.

Independent 

By being 100% independent, I can provide a financial plan customized to your specific needs. I offer NO proprietary products, which allows me to offer Conflict-Free Objective Investment Advice to help you pursue important life & financial goals. Also, with leading independent research, I offer guidance & advice to help you make informed decisions. I have no company agenda to promote, or quotas to meet - my clients' goals always come first.