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CEO
CFP®, CFA, EA
Languages: English
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
Purposeful Your vision of freedom drives every decision we make on your behalf. At Family Investment Center, we sit down with you to talk about your goals. While banks offer mass-produced services, we are fully committed to your investment objectives and financial success. We are truly advisors – not salespeople. Research-Based We follow proven financial principles instead of chasing fickle market trends. Our experience and credentials mean we can offer in-depth education as to why things are happening and, more importantly, what should happen next. Commission-Free We are a fiduciary, making it our responsibility to act in your best interests. As a member of the National Association of Personal Financial Advisors (NAPFA), we’re proud to be listed among national advisors who are truly fee-only and subscribe to the belief that clients’ needs come first. Transparent We believe understanding how your advisor is compensated matters just as much as the advice itself. As fee-only fiduciaries, we are compensated directly by our clients, not through commissions or product sales. This structure helps minimize conflicts of interest while reinforcing our commitment to provide objective guidance focused entirely on helping you achieve your financial goals.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.