Working with a financial advisor can be confusing and overwhelming. I help you cut through jargon, uncover hidden fees, and see clearly whether your advisor is really working in your best interest.

Services Offered

I offer three ways to help you get clarity on your money and advisor relationships:- Portfolio & Fee Analysis — Understand what you own, the role each investment plays, and what you’re really paying.
- Choosing the Right Advisor — Guidance and insider tools to help you hire (or switch to) an advisor who fits your needs.
- Complete Relationship Review — A deeper evaluation of both your portfolio and your advisor’s practices, fees, and value delivered.View Services & Pricing →

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About Trust But Verify

With more than 20 years in trading, sales, and portfolio management, I know how complex the financial world can feel — and my goal is to make it simpler and more transparent.Trust But Verify exists to give investors a clearer view — cutting through jargon, exposing hidden costs, and showing where value is (and isn’t) being delivered.The goal: to help you feel confident about your advisor, your money, and your future.

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