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.
e money
Your link to your financial plan and private encrypted document portal.
envestnet
Your link to research, reports and management fee billing statements.
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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