Mission Statement
Our firm has the client—and only the client—in mind.
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy designed to address your situation.
I understand the challenges families face today.
These personal finance challenges can be overwhelming, from managing debt to saving for college to retirement. We commit to utilizing all our resources to help you pursue your goals. The best and most effective partnerships are achieved through trust and communication. We also want to work with your CPAs and attorneys to provide comprehensive wealth-management services.
We believe in thinking “out of the box” and are unafraid to challenge conventional wisdom in investing and managing wealth. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction. I consider myself a “protection first” advisor. When it comes to managing money, focus first on risk management, defending a portfolio from losses. This doesn’t mean being overly conservative—but a great offense without an equally great defense achieves little for clients in the long run.