Use of Your Information
In compliance with state and federal law, we do not share, sell, distribute or transfer your financial and personal contact information to other persons or entities without your consent. We may use your personal information to maintain accurate records of our work for you and to serve your interests.
Safeguarding Your Information
We protect and secure your information, whether that information is oral, in print or in electronic format, against data breaches, loss, disclosure, and destruction. Your information is encrypted when in electronic format and stored under lock and key when in print. We follow the ethical standards of financial advisors to ensure your peace of mind.