No Asset Minimums—Recognizing that everyone in all stages of life may need help, there are no asset minimums with Voice. Your wealth could even be negative because of student loans or other debt, but that doesn’t mean you don’t have wealth to manage.

Emotional Aspects of Money—Money is emotional, and once you start letting those emotions get in the way of making good decisions, you’re toast. I’m not a licensed therapist, but what I do can sometimes feel like financial “therapy.”

Family Focused—I am in this business because of a supportive family, and I always put them first. When you become part of the Voice family, it’s my job to make sure that you live the best life you can with the money you have.

Entrepreneurial Mindset— Whether you are just starting a new business or are several years into running a successful one, your personal family finances are like running a business where you are a major stakeholder. I am like a “Personal CFO” for you and your family. I want to help, and I want you to succeed.

Expertise & Education — I am continuously learning, and my professional, educational, and business experience uniquely position me to understand my clients’ needs. This is complemented by a depth and breadth of industry and business know-how to help provide consistent investment performance.

Portfolio Philosophy — I believe strongly in the science and research of building portfolios rather than using individual stocks and that your investments should be globally diversified. I build portfolios to match clients’ risk profiles and lifetime needs.

Partnership & Accountability — I work with you, not just for you, to help you achieve the best life possible. This means that I will always take the time to clearly understand your background, philosophy, needs, and objectives.