As an independent advisor, I am not beholden to any association, company, or investment strategy. I am beholden only to you. And as a fiduciary, I act in your best interest at all times.
Advice Grounded in Expertise
I founded Twin Peaks Wealth Management to help clients enjoy a comfortable, confident retirement. To support this mission, I have earned numerous professional designations that are highly respected for their emphasis on experience, education, and ethics:
Local Service, Global Solutions
When you work with me, you work with a longtime member of your community. Hand in hand with my local commitment, I deliver global financial and investment solutions to help you reach your goals for retirement.
Success Founded in Relationships
I place our relationship at the core of the work I do for you. I believe in accessibility and personal attention because they nurture long-term relationships—the cornerstone to helping you attain your goals.
As with anything in life, you should know how much you are paying your financial advisor and for what. As an independent advisor, I do not tie fees to the sales objectives of a multinational or regional company. Rather, they are based on the services you receive.
Investment Advisory Services
A percentage fee based on your total assets under management for investment plan implementation, ongoing monitoring, and periodic reviews.
Financial Planning and Consulting
Typically a flat fee, but can be hourly for complex situations. For the flat fee, hours are tracked, and the charge will be the lesser of the hourly fee or flat fee.
Retirement Plan Consulting
Any combination of a flat fee, hourly fee, or annual percentage fee based on total assets under management.
