Wealth Advising is a relationship-based service and it’s vitally important that my clients and I are up-to-date and on the same page.

I find out a lot about my clients through our meetings, but I want my clients to know about me as well! This newsletter is my attempt at sharing myself with clients and potential clients, along with friends and family. Each month I’ll send out one email containing thoughts, quotes, personal updates, and interesting bits I find throughout the month. Don’t worry, this newsletter will not be long-winded; the goal should be to get through the newsletter in less than 5 minutes.

More importantly, I will be breaking down one financial topic each month in a short, succinct manner, which I hope my subscribers find informative and applicable to their situations.

Please reach out if there’s a specific topic you’d like broken down!