Tasik Financial Strategies helps you navigate the complexities of your financial life by combining our core values with state of the art technology, good old fashioned listening skills and sound investing principles. 

Shared core values are the key to a good relationship. They drive my passion to serve you. I am honored to work with Securities Management & Research, Inc., my broker-dealer and be an Investment Advisor Representative of BFC Planning, Inc. 

Together, we share the following core values: 

  • Integrity – We adhere to the highest standards of ethical conduct and we deliver on our promises.
  • Quality – We excel at customer service and strive to exceed the expectations of our clients in meeting their individual needs.
  • Community – We serve the communities in which we live and work through responsible philanthropy and volunteerism.

While this site is a good introduction, it's a poor substitute for a face-to-face meeting. I am always happy to meet for a glass of iced tea and a second opinion.

We are committed to offering clients fee-based, holistic financial planning, and long-term investment strategies designed to guide them to informed decisionsTM   We look forward to working with you to pursue your financial goals.


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