The relationships we share with our clients is the core of our business. We are dedicated to building and maintaining long lasting relationships with our clients. We help our clients manage life events and achieve their goals through custom strategies, planning and coaching. We focus on their overall financial wellness so they can sleep through all storms that may come. We strive to be viewed as the financial quarterback of our clients lives allowing them to stay focused on what they most enjoy. We help to proactively plan to protect and grow personal wealth regardless of age or financial situation.
We also work closely with self employed/small business owners. It gives us great pleasure to assist like minded people who are seeking financial peace of mind through working with us.
American Portfolios is our independent Broker Dealer/RIA. They’re a firm we're proud to be affiliated with and a great platform for our clients. American Portfolios is family oriented and their values align with mine. I’ll also be partnering with several CPA firms offering a variety of services to best suit my clients unique personal or business needs.
Lastly, we believe everyone has a social responsibility to positively impact their community and the world we live in. It is our social responsibility to not only help causes we believe in, but helping people proactively plan their financial lives is a responsibility. We must live the values we believe, in all aspects of our lives including our finances.