As a full service financial planner, working with me means digging in deep to discover what your unique set of needs are. I believe that no two clients’ needs are the same and your plan should be tailored to address your needs. I am here to develop a customized plan that is easy to understand and will work with you to seamlessly implement it. If that means coordinating the plan with your tax or legal professionals, other family members, or business partners, i'm here to do that too. The bottom line is, I work for you. Leave the work to me so you can get out and enjoy life.
My educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. HWM has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers HWM one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.