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“I craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.”

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Our Logo

The logo for Aegis Financial Advisory is based on the image of the “Aegis” from Greek mythology. The Aegis was the shield of Zeus, fashioned for him by Hephaestus. Aegis has entered modern English to mean protection or sponsorship, based on its use as the protective shield of Zeus.

My goal is to be a trusted advisor, guide and educator for my clients as they endeavor to realize their most cherished life goals and objectives. I work with clients to:

Explore what money represents to them.
Define both the tangibles and intangibles that clients expect their assets to provide them.
Anticipate life events and transitions and help make financial preparations for them.
Assist clients in the process of implementing financial strategies that facilitate their life goals.

I always place client’s interests first and work hard to insure that the recommendations I make truly reflect their heart’s core dreams and personal values. I endeavor to be a strong advocate for my clients and guide them successfully through the many life transitions we all experience.

Given my client-centric focus and commitment to placing client’s interests first, I believe the Aegis is a fitting symbol and this is the reason it comprises the central element of the logo for the firm.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.