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How Our Investment Guy Started

One of the best indicators of client satisfaction is a referral to friends or family—and often, that conversation is started by them saying, “I’ve got an investment guy.”

So, as I thought about my brand, I wanted something that truly reflected who I am, the purpose of my business, and my approach to relationship building—and from there, Our Investment Guy was created.

To my clients—a sincere thank-you for your continued business and your trust in having me as your investment guy.


Our Philosophy

We know that planning for the future isn't one size fits all, which is why our solutions are centered around our clients' unique goals and changing needs to help plan, save, and invest for the near and long term.

Our client relationship approach is to treat you and your money as if you were our own family. And many of our clients have grown to feel like family. Our goal is to provide honest, relatable financial advice in a no-pressure environment to ensure that you understand and are comfortable with the financial solutions we develop for you.