My Technology

Leading-edge technology powered by eMoney Advisor, a Fidelity Investments owned company.

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Your Personal Financial Website

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Intelligent & Actionable Data

My Influences

Here is a sample of people, firms, books, and publications that have influenced my thinking and guides the advice I offer in regards to investments, markets, and wealth planning. This is to offer you a resource as to where I received much of my education and expertise that I use with clients.

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