Art, nature and travel are all things that never fail to inspire me. I love getting on a plane and heading somewhere. The personal connection with my clients and their dreams is what makes work fun.
Member
Many of my clients come to me for retirement planning and investment management. The added value of an ongoing advisory relationship is the advice along the way.
My client ‘Sue’ (not her real name) was able to withstand a job loss with minimal stress and financial impact, as I had advised her to ramp up her contingency fund in the face of the declining fortunes of the company. I was also able to help her view the numbers on a business investment in such a way that she could see how it would not be in her best interest to move forward.
My goal is to always help my clients make sound decisions, supported by my number crunching, insight, and counsel.
Referral Trigger Response
Dr. Michael Chan-Frazier, LPC
Jim Gordon
David Johnson
Gary Saitowitz
Jan Truslow
Steve Cannon
Brian Nigro
Sponsorship
Endorsement Letters I've Given
James Galloway
Team
Development
