I am committed to understanding you and your financial goals and to helping you achieve them. My goal is to eliminate your worries about investing, planning and whether you are able to achieve your goals. The foundations of my relationship with you will be built on trust, mutual respect, and open communication.

Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. During this process, my most important job is to listen to understand you and your family's goals and objectives and to ensure that your investment strategy will help you achieve these goals and objectives. I will work with you to define your tolerance for risk, and develop realistic investment expectations consistent with your comfort level.
You will receive regular updates outlining the performance of your portfolio and secure access to DS online which includes exclusive research, real-time quotes, watchlists and more. As your needs and markets evolve we will have periodic reviews to ensure your plan remains an effective tool in achieving your objectives.