Your Interests come first

This is about you. Different people have different needs. We will always talk about what’s most important to you. What are your goals? What’s important to you? How do you view money and its uses? How comfortable are you with the markets going up and especially how comfortable are you when they go down? We’ll partner to make the right decisions for you. You might want to talk about a specific investment or insurance protection product, or you might want a full financial plan. How we work together is up to you. Your interests will always come first.


Financial Planning

Many individuals confuse financial planning with investing. That’s understandable. Some people invest without thinking about what that money will be used for. Some people dream of certain things, but don’t know how much they need to save to make it happen, or how long it will take. That’s where financial planning comes in. 


Investment Management

Each client needs a portfolio of investments that match their goals. A diverse portfolio, with investments spread across many different assets, reduces risk – it’s a case of not putting all your eggs in one basket. 


My Philosophy

I believe in helping people realize their dreams and live their best life through thoughtful, holistic planning that’s based on their personal values and goals.


My Process

When you work with a financial planner, it’s important that you feel comfortable. When we start working together, I want to understand more about you. What plans do you have for the future? What are your dreams and goals? What concerns you? Everyone is different. Some people love taking risks and some really do not enjoy that. I’d like to know those things to prepare plans that are highly personalized to you.


Latest Articles

Happy New Year! We made it through 2021, and hope for a better 2022. With Omicron dominating the news, those old-year feelings of stress and strain carried over. It’s time for some self-care. What do you think of when I mention “self-care?” Some time with a book and a glass of wine? A long hike in a beautiful spot? A great meal? A luxurious bubble bath or spa day? While self-care is all of those...
Frank Summers |
Expect the Unexpected Life can change in an instant. Life is great, but sometimes things happen, usually without warning. Some of those things can be good (sometimes very good) and sometimes they are not. Just because something is unexpected doesn’t mean we cannot be prepared. Recently, the Carolinas LGBT+ Chamber of Commerce sponsored a presentation on this topic. Featured speakers were Connie Vetter, Attorney at Law; Angela Beamer-Ratliff, an advance care planner at Novant Health...