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

Frank Summers |
Welcome to Spilling The Tea on LGBTQ+ Finances, a financial newsletter and blog on topics related to LGBTQ+ money. I hope you had a wonderful summer, were able to enjoy Pride festivities, and are looking forward to cooler fall weather. Marriage & Family From CNBC: 40% of millennials and Gen Zers think marriage is outdated—but ‘it’s important to be realistic’ about the financial benefits, says CFP If you have a committed partner and aren’t sure...
Frank Summers |
As Pride Month winds down, I thought I'd share some of the articles and facts about our community and money. This year, as we all know, there has been a backlash against companies that support our community. Some have made it clear that they will continue to support us. Others have been more muted and still others have turned their backs. A wave of anti-LGBTQ+ laws and especially anti-trans laws has swept through many states...