simplicity is beauty


Simplicity: most people get understandably confused by all the hype and finance-speak coming out of Wall Street and corporate America. Most successful strategies are ones that people can understand and follow. This requires tuning out much of the news and emotion surrounding finances and following a disciplined, evidence-based investment program. This may sound simple, but it’s not always easy.

Life is

I help people focus on what they can control, like developing a plan for their future, reasonable fees, tax management and diversifying risk. This should help.

Having conversations about what matters most in your life and talking about your dreams and fears  –  help me understand, how I can best help.

So, turn off CNBC and do more of what you love.

Past ± Future = Presence


  • “Wisdom is the principal thing; therefore get wisdom” ~God, Proverbs 4:7
  • “The Secret of health for both mind and body is not to mourn for the past, worry about the future, or anticipate troubles, but to live in the present moment wisely and earnestly.” ~Buddha 
  • “The future is not some place we are going, but one we are creating. The paths are not to be found but made. And the activity of making them changes both the maker and their destination.” ~John Schaar
  • “Even at the very dawn of humanity, men were already aware of some greater power capable of both giving life and taking it away.” ~Paulo Coelho
  • “Happiness is not something you postpone for the future; it is something you design for the present.” ~ Jim Rohn
  • “Every saint has a past and every sinner has a future.” ~ Oscar Wilde
  • “In this bright future, you can’t forget your past.” ~ Bob Marley
  • “Our most basic common link is that we all inhabit this planet. We all breathe the same air. We all cherish our children’s future. And we are all mortal.” ~ John F. Kennedy

Welcome 2013 with intention

I welcome the upcoming year with open arms, transparency and intention. The following are intended to help us realize a life of happiness.


Balance: work, personal, family and charitable goals in the most effective & efficient ways.

Awareness: of our past tendencies and strive for continuous improvement.

Simplicity: Life, eliminating chaos as much as possible.

Equanimity: treating others as I would like to be treated – Namaste.

Non-Harming: environmental  and social consciousness in all I do.