I believe in a balanced investment approach that combines value and growth strategies with the objective to create a resilient, diversified portfolio. By using both fundamental and technical analysis, I seek to maximize returns while mitigating risk. My client-centric philosophy is designed to ensure your financial plan is tailored to your individual goals and circumstances, with a focus on long-term goals. In an ever-evolving market, I also incorporate alternative investments when appropriate to pursue growth opportunities and seek to reduce volatility. My mission is to provide strategic guidance, helping my clients navigate the complexities of investing with confidence in their plan.

^{Diversification does not ensure a profit or protect against loss. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.}