After 12 years working as an advisor for two large financial services firms, I was looking for an opportunity to launch an advisory practice that would enable me to provide the highest possible level of personalized service to my clients and their families.
In November 2014, I teamed up with John Honnold to launch DH Wealth Management. Today, John is happily retired, while my team and I continue to care for John’s former clients, as well as new clients who have signed on with our firm.
At DH Wealth Management, we work hand-in-hand with our clients to develop a strategy that enables them to achieve their long-term financial goals, regardless of short-term market conditions.
Before we get into the nuts and bolts of financial planning, we start by getting to know you and what makes you tick. What are your financial goals and risk tolerance? What are your dreams and aspirations for yourself and your family? Are you looking to fully retire, are you interested in part-time work, or perhaps want to start a small business?
We treat each client as a part of our extended family. We take pride in the fact that we know our clients and their family members on a first-name basis. When our clients experience the joy of a new grandchild, a family wedding, or their own retirement day, we celebrate these milestones along with them.
I am an Investment Advisor Representative (IAR) of Commonwealth Financial Network®, a Registered Investment Adviser firm that adheres to the fiduciary standard for customer care. In simple terms, being a fiduciary helps us act in your best interest. It means that protecting my clients’ financial interests will always be my highest priority.
I am also a CERTIFIED FINANCIAL PLANNER™ (CFP®). This designation means I have completed extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning. CFPs are also obligated to abide by the CFP Board's rigorous Standards of Professional Conduct.
If you are looking for a financial advisor who will take the time to know you, your family, and every facet of your financial life, please contact me to set up an introductory meeting.