I believe that finding the right personal fit is mandatory for a productive relationship. I fit best with clients who prioritize the simple things in life, who value implementation and follow-up, and proactively communicate with me. You need an advisor to whom you can relate, an Advisor you trust and who understands your specific needs.
The majority of my clients and my experience comes from working with people in one of five career groups:
MANAGERS & EXECUTIVES INCORPORATED PROFESSIONALS PHARMACISTS
The result is that over time I have gained valuable experience and understanding of the unique financial planning needs and opportunties of these groups.
In our experience, the best approach to address the unique financial needs of these groups is a team approach.
Anyone who has felt the confusion or worry of - Are we missing anything? - or concern over their financial advisor fully understanding their profession knows how valuable finding the right fit can be. If you are looking for an advisor who gets you and can convert ideas into concrete financial decisions, I would be a good fit for you.
The day I sit across from my client and inform them that they have reached their goal makes it all worthwhile.
Client Appreciation Gardening Event
Wednesday, May 20th and Thursday, May 21st