Audit Your Financial Advisor

Are your investment returns being squeezed by management fees or commissions?

Do you know what fees you're paying?

Do you know if your portfolio is truly diversified?

Do you want to know but are afraid to ask?

You're Not Alone

Wall Street is often seen as the land of broken promises. The financial services industry seems designed to ensure that investment firms make money whether you do or not. And most of the 24/7 talking heads on CNBC and Fox Business serve primarily to terrify and confuse their viewers.

The individual investor is at a huge disadvantage and it's time for a change. I'm here to help. Like a reformed safe-cracker who now consults with law enforcement, I understand the sales and marketing gimmicks designed to sell overpriced and misunderstood investment products because that’s what I did for over twenty-five years.

My goal is to educate and empower people to make wise and profitable decisions about their hard-earned money. Acting as a trusted mentor, teacher and coach, my knowledge of the financial services industry provides clients with an easily understood and actionable assessment of their current investment strategy.