My approach
Knowledge is power, especially with money.
I want you to understand how your money works, know where to make it work, and be able to weigh your options. That’s what a good plan gives you.
What I believe
Everyone deserves real attention
Too many people are turned away because their account is “too small.” I was one of them. At New Leaf, the size of your account doesn’t decide whether you’re worth my time.
Your story comes first
How you first learned about money shapes how you handle it today. I start by listening to that story and to what matters to you, before we talk about numbers.
Plain answers, no pressure
I explain things in plain words, including what something costs and how I’m paid. You decide at your own pace.
Calm in rough markets
I bought my first mutual fund weeks before the 1987 crash. A good plan is built so you don’t have to over-react when markets move.
Faith and values
My years as a Quaker minister shape how I work. Values like honesty, simplicity and care for others are foundational in how I interact with others. A relationship built on respect and trust makes all the difference.
Many clients want their plan to make room for giving. If that is a priority for you, we can build that in as well.
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide