About Us
A BOUTIQUE PRACTICE FOCUSED ON RESEARCH, INVESTING & PLANNING.
Thinking back on my life, I’m pretty sure I inherited my passion for investing from my grandmother. An immigrant from Scotland who came to the U.S. with nothing, my grandmother saved her money from waitressing and invested smartly.
There’s a lot to be said about all that right brain, left brain stuff. They say you’re either right or left brain focused. Well, every test that I’ve ever taken has me right smack down the middle – equal parts right and left.