Privacy Protection

We recognize that privacy protection is a critical concern for everyone.

Your privacy is protected in terms of operational protections, such as encryption technologies, a private office environment, and strong oversight by my broker-dealer with their own oversight and privacy policies.

My work with clients frequently becomes personal. Not only in terms of assets and investments, but with regard to the details in life that are pertinent to planning. These may include issues such as:

  • The health of you and your family members
  • Prior marriages / children
  • Current and past business dealings
  • Quitting or starting a new job
  • Potential inheritances
  • Care giving for special needs children or elderly parents
  • Philanthropic goals.

Protecting your privacy, both financial privacy and personal privacy, is very important to me. You can expect our dealings to be held in strict confidence.