One of my favorite money managers, Jean-Marie Eveillard, has a saying: "The future is uncertain."

For that reason, I believe that a sound investment and financial plan should be reviewed throughout changes in your life as well as economic and market cycles.

As a Financial Advisor, I can provide you with pertinent information which I believe is important to the management of your wealth, and act as a resource for you keep updated on issues affecting your financial assets, especially your investments.