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Working with your investment advisor should be about collaboration and education.
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I graduated from the University of Vermont in 2003 with a degree in Applied Economics and Small Business. I completed my MBA at Pepperdine University. The inner workings of business and investing have been a passion for as long as I can remember, and I am excited to bring that passion to clients.
I spent 20 years in the resort and real estate development business, eventually working in executive-level management. That experience gave me a wonderful perspective and a depth of knowledge on business operations and the people working to keep them running.
The financial industry is purposefully complex. Demystifying the world of investing is something that I am very passionate about. A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.
Investing doesn’t have to be a mystery.
Working with your Investment Advisor should be about collaboration and education.
Consistency is vital.
It is important to determine your current and future financial needs so that we can automate contributions and create a plan that you can stick to. This will allow you to trust your approach and use dollar-cost averaging as you enter the market.
“The 8th wonder of the world is compound interest” – Albert Einstein (maybe)
I’ve always loved this quote, whether Albert Einstein said it or not (there is some debate). Understanding how you can earn interest on interest and the compounding effect this has over time reinforces the “early and often” approach to investing.
I was raised in the northeast and after attending the University of Vermont was fortunate enough to make Vermont home. Currently, I split my time between Bennington, Vermont and my office located in Saratoga Springs, New York.
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