Summary: Financial planning and investment advisor who helps clients achieve their wealth and financial goals using a customized, goal-based portfolio approach.
Profile: My greatest pleasure is helping people live the life they envisioned regardless of the experiences and circumstances life throws at them. It's never easy to get a call from a client who has had an unexpected life event, but it is gratifying for me to be able to tell them that we have a solution built into their plan. That's why I take a different approach to creating a financial plan for each of my clients - whether they are individuals or company owners.
Coming from a background that includes life, health and disability insurance sales has enabled me to develop a more holistic approach to helping my clients achieve their goals: Get to know who the client is. Understand their needs and how to plan for them. Make sure they know who I am because if we do get together I will be around for the long haul.
I'm not the type of Financial Advisor who arrives at your door with a prepared plan - not even as a starting point. My initial focus is on getting to know the person and- their goals. Getting a fee or a commission is only the beginning. Earning it is something else. It is easy to sign the application, issue and deliver the contract and get paid. Really earning it comes about when a client retires, becomes sick or disabled or dies. Being there years later to make sure the initial agreement is honored is what I signed up for. There really is satisfaction in that for me.
My primary goal for my clients is peace of mind, and I consider my role to be providing a service that delivers that peace. It's an honor to have clients allow me into their lives; who share their hopes, dreams, and fears with me, so we can develop a plan that can help keep them achieve their goals while mitigating their fears. I enjoy the depth of the relationship we can forge while pursuing their financial goals.
Across my career I have pursued education to enhance my product knowledge and experience. That has given me a broader perspective of ways to help my clients achieve their goals, but it still pales in importance when compared to the conversations I engage in with my clients. You're an individual, not a number - and you should be treated that way by your financial advisor.