At BWA, my mission is to be of service to everyone who wants to be able to retire on their own terms!
I especially want to help those who feel disenfranchised by the financial system. Maybe you’re approaching retirement and are concerned about security and stability. Maybe you are a part of a community that has been historically underserved or not properly represented and respected by the financial services industry. I am here to ensure you receive the advice and guidance you deserve
Welcome to BWA!
Ever wonder what kind of investor you are? Take my 5-minute risk tolerance assessment!
There are many financial advisers out there. But what makes the difference to is the adviser’s motivation and service philosophy. Here are mine:
- I put your interests first, and my actions back that up.
- I’m a boutique financial advisor. My clients do not have to call 1-800 numbers. You call me.
- When you email me, I email you back and usually within the same day (shocking!).
- I am transparent in my actions.
- Client care is my priority. Your retirement, and the process of getting there, should be a positive experience!
Retirement Planning
This isn’t your grandparents’ retirement plan! Retirement now takes many forms. Do you know what yours looks like?
401(k) Management
BWA is happy to be one of the partners working in tandem to improve the chances of employees saving for a comfortable retirement.
Got financial questions?
Can’t seem to find the answers you need? Connect with us.