Useful Links & FAQ

Yes, always!  This means putting your needs and goals ahead of my own.  I must give advice and make decisions that benefit you first and foremost. 

No, you do not.  I do not have investment minimums because I recognize that most people in their 20's - 40's are still focusing on building a solid plan.  

Yes! I can serve clients nationwide, with the exception of Louisiana.  All of our meetings are virtual.