Investment Philosophy & Approach

The best way to achieve your financial aspirations is to have a clear and actionable plan in place. As a Certified Financial Planner (CFP®), I believe that building a comprehensive, goal-driven financial plan is the first step in securing your financial future. By understanding your goals, time horizon, and feelings about investing, together we will help you to create that plan. 

We understand that your money is just as important to you as ours is to us, so we take great care to offer recommendations and advice that are personalized, goal driven and specific to your needs. It is important that you understand the financial strategies employed to help you move towards your goals, and we believe that it is our responsibility to make sure that you do.

As part of B. Riley Wealth, our work is supported by a team of financial experts and extensive resources available through the B. Riley platform. B. Riley has demonstrated a strong focus on bringing investors the products, tools, and opportunities needed to build a robust portfolio to support a comprehensive financial plan.

In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy coordinated on all levels. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.