Employing a primarily traditional approach to investing, I assist my clients in creating customized wealth management plans by guiding them to invest their money as appropriate into stocks, bonds, mutual funds, and exchange traded funds.  However, I am open to exploring alternative strategies.  If I don’t understand a certain product or whether it may be beneficial, I won’t introduce it to my clients.  My goal is to do the right thing for my clients’ needs.  I believe by listening to my clients’ needs, I will be able to help them pursue their short- and long-term financial goals.