By filling out this Discovery client profile, you are providing data allowing us to provide you with a real-time snapshot.

As a certified financial planner, I am bound by a Code of Ethics and Standards of Conduct that requires I maintain the confidentiality of all your personal and financial information. Confidentiality requires your data to be secured, protected and maintained in a manner that allows access only to authorized users. As a matter of practice, our firm will never sell or share your information with any third parties unless authorized by you to do so.

We will use your information to respond to you and provide a view of your current financial condition based on the information you provide. We depend on you and any documents you provide for the accuracy of the information provided.