I use easy, secure online tools to serve you efficiently.

Isn't that what technology is for?
Click the icons below to access your tools

td ameritrade

Your link to your investment accounts.

  • view account balances
  • download statements
  • download tax documents

e money

Your link to your financial plan and private encrypted document portal.

  • set up links to your bank accounts
  • view your progress in real time
  • store and access important documents securely


Your link to research, reports and management fee billing statements.

  • view investment accounts
  • download performance reports
  • view management fee billing

This scheduling tool gives you direct access to my calendar.  No more emailing back and forth.  Now it's super easy to pick a time that works for you!

coming soon!  online course

6 weeks to financial freedom

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