We follow the fiduciary standard which means we act in your best interest and put your interests ahead of ours.
Our mission is to provide the best possible financial security to every client, every day. My team only feels we've succeeded when our clients feel compelled to return to us as their financial planning needs grow and change. Even more telling is when our clients recommend their family, friends and colleagues to us to help with their financial planning.
To this end, my team works together to:
- Listen first, discovering and uncovering important issues in the present and future.
- Employ our knowledge, experience, vision and heartfelt values about what we do, to help create solutions for complex situations.
- Advocate for the interests of associated persons, especially those loved ones and employees affected by, but not participating in, decisions we help our clients make.
- Help create opportunities for families and business owners to preserve their accomplishments, protect the welfare of their families and increase their character and impact.
- Embrace our calling with the same intensity, passion and affection we give to our own families.