Most Asked Questions:

  • My Credentials
    • Bachelor's in Accounting
    • Chartered Financial Analyst® ("Sets the standard as the most highly respected designation in the investment management profession"*)
    • CERTIFIED FINANCIAL PLANNNER™ ("Largely considered the gold standard in Financial Planning"**)
  • My Experience (over the last decade)
    • Guided Vanguard's Flagship self-directed investors
    • Worked in a small advisory teams responsible for the management of $230M in client assets with MRA Associates (now CAPTRUST)
    • Started an independent fee-only advisory practice to offer boutique client solutions

  • My Credentials
    • Bachelor's in Business Management
    • Master's in Personal Financial Planning
    • Chartered Financial Analyst, ChFC®
    • Certificate in Financial Therapy
  • My Experience
    • Started in a local mid-sized advisory firm
    • Worked with a fortune 500 advisory firm
    • Currently working with Snake River Investment Counsel 

  • Personal: 1% on the first $500K, .25% on anything above $500K (minimum $625 quarterly fee)
  • 401(k): .25% charge on plan assets (minimum $625 quarterly fee)
  • See ADV For Complete Fee Details


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