Client Portal

I’ve partnered with eMoney and Betterment so that you can manage your finances anytime, anywhere. Remember—I’m always here to help you understand your accounts and your options.

  • eMoney

    Get a powerful view of your full financial picture, manage your wealth, set clear goals, and store important documents in one place.

  • Betterment

    Understand and manage your investments, organize your portfolio and maximize your savings in a simple, streamlined interface.