As an Investment Advisor Representative of a SEC-registered investment advisor and securities broker/dealer, I work exclusively for you. In my role as a financial advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner, I act in a fiduciary capacity and must always protect your best interests. Any and all potential conflicts of interest are fully disclosed. My commitment to accept a fiduciary responsibility serves as the foundation of the client/planner advisory relationship.

By choice, I seek to assist a limited number of clients, providing superior client service, a transparent fee structure, and financial planning strategies that are independent and objective.

I am a graduate of Brown University and the Boston University Program for Financial Planning. Since 1998, I have developed and implemented financial planning strategies for individuals and families. In addition to holding the FINRA Series 6, 7, and 63 registrations, I earned the CFP® designation in 1997.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC
www.finra.org and www.sipc.org
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)
Pangaea Capital Strategies, LLC and JWC/JWCA are unaffiliated entities.