Client relationship

I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client.

I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

As a CFP® professional there are heighten expectations for client relationships.  I like the one-to-one approach for helping my clients on their road to financial wellbeing.  I take care to understand each client’s personal goals, knowing there is more to this money than just having the money.  I always start by walking through a person’s financial life, how did you get to where you are today and where would you like to go before helping decide what is best for their investments.  Money is very personal and we each work with it in different ways. It is very important that I understand your individual relationship with money to be the most helpful as your advisor.  

By keeping to a modest size, I can personally take care of each of my clients.  There’s no call in desks, my clients call my direct line. I answer their questions and I work with each of them on their individualized strategy.  I will never be a giant in the industry, but that allows me to take the best care possible of those I help with a much higher degree of personal service, individualized goal setting, meetings and attention to detail.  As an independent LPL Financial Representative, I answer to my clients with objective advice not to an institution.