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TD Ameritrade

I manage your investments at TD Ameritrade, a top 3 custodian servicing over 4,000 Registered Investment Advisors. Having your investments at TDA means your portfolio benefits from cutting-edge technology, outstanding client service, and seamless account integration.

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Right Capital

Right Capital is our communication hub. This is where we do financial planning projections,
share documents, and track each other’s tasks. You can see your up-to-the-minute net worth, cash flow analysis, and all the work we’ve done together. This helps us both stay on track and keep each other accountable.