Individual savers bear more investment risk than ever before due to the disappearance of private pensions over the past 30 years. People must familiarize themselves with a dizzying array of subjects, yet few can comfortably maneuver through the labyrinth of personal finances alone since it’s rarely taught in school.

Personal finances have become a bigger source of stress than worries about crime or health. And while saving for retirement is the second-biggest financial commitment most adults ever make (after buying a home), most do it without help. Fear often leads to procrastination, which is why working with a trusted financial advisor is invaluable.

I became a financial advisor to meet this growing need for advice. I lean on my academic training and over 20-year career working in the finance industry as a municipal bond analyst and economist to devise trenchant financial strategies that alleviate client stress.

However, a person isn’t just a portfolio. One’s savings are a tangible manifestation of their career’s hard work. That’s why I treat that precious nest egg with the care and attention it deserves. I’ll also implement a holistic and comprehensive goals-based wealth management plan that incorporates all areas of your financial life – family, finances, health, home, work, leisure and giving.

If you want to create a financial strategy for the first time or have a fresh set of eyes review your current plan or portfolio, I can help.