My practice is both an art and a science and I endeavor to be masterful at both.
My clients have told me that they like working with me because I take as much time as needed to fully understand their unique situation. I believe that to present the optimal and personalized financial strategies for my clients I need to know what matters most to them. I pride myself on creating a safe environment for my client to share their inner most concerns and to clarify their values.
This less tangible information is every bit as important as the scientific, more verifiable data and facts I use with my team in the analysis process. And I am meticulous at obtaining all the details needed to do a thorough job.
The real benefit to my clients is the satisfaction going forward that the financial strategies and tools that they employ are in complete alignment with their goals and values. When I witness assurance or new confidence about the future coming from my clients, I know I have done my job
That’s where I gain my fulfillment.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA License #0G09637