privacy policy

I respect your concerns about privacy, and want you to know that I do not and will not sell, rent or pass your information onto any third parties. You entrust private financial information to me and my firm. You always retain choice and consent over how your personal information is used. Please contact me to remove your name at any time. I will NOT release your name or any information pertaining to you to other organizations. This especially applies to your email address. I do not use third party vendors to provide the financial services you need. Use of the client portal is strictly voluntary and the information transfer is encrypted to provide private, secure information transfer.