You will find important information about RDFA listed below.

• ADV Forms
  
  • ADV Form 2A
  • Form CRS - ADV 3
    
• Wealth Management Service Chart
  This document explains the breadth of services that we offer to our clients.
• Client Information Sheet
  This information needs to be completed by a prospective client prior to our first scheduled meeting.
  
• Privacy Statement
  The protection of your privacy is taken seriously. Please review our privacy statement.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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