Having spent many years in the financial services industry, I have developed a reputation as a careful listener who develops customized solutions for the problems my clients face. No two clients are exactly alike, so taking the time to truly understand your situation is critical. My holistic approach allows me to present the broadest possible range of strategies and products- the recommended course of action must work for you. I pride myself on thoroughness, clarity, and ability to educate and motivate clients. I aim to contribute meaningfully to clients’ lives by focusing their financial and life goals and guiding their choices and have coined the acronym STANDUP (Scientific Testing and Necessary Disintermediation Underpin Professionalism) to summarize my approach. As a Portfolio Manager, I am obligated to work while representing your best interests, using a variety of products and concepts. I focus on maximizing long-term, client- specific, tax-effective, risk-adjusted returns and am mindful of the cost involved in doing so. Together with my team, there is a clear focus on offering superior service that is both thorough and timely.