AGREEMENT

Click HERE to view or download my Advisory Agreement, which outlines my fees and our working relationship. Please send me an executed copy along with your financial materials prior to our initial meeting.

CLIENT CHECKLIST

Click HERE to view or download my Client Checklist, which is your guide for preparing your investment statements and other financial materials for me to review. Please contact me with questions or for additional guidance.

PRIVACY NOTICE

Click HERE for my Privacy Notice, which describes my privacy policies in safeguarding your confidential financial information.