SEASONED. I have over 20 years of experience in the financial services industry. I have tempered rough markets and thrived at some of the world’s premier wealth management firms. I understand the importance of collaboration, persistence, and adaptation within planning and implementation process.
INNOVATIVE. With ambitious objectives for clients in mind, I inspire colleagues and clients to embrace innovative strategies. I leverage my expertise and creativity to resourcefully help clients simplify complex financial issues and create a clear path to achieve the greatest positive impact on the families, companies and organizations they feel called to serve. The financial world is always changing and what worked last year, is often different than what will work this year. My innovative approach continues to look for the best possible strategies and investments today and avoid chasing yesterday’s winner.
ACTIVATOR. I have a desire to take action and make a difference. This allows me to guide clients to move their ideas from concept into concrete practice. I help clients see over the horizon and be inspired by the potential of what could be through wise planning and investing.
OPTIMISTIC. I have a distinct positivity that penetrates my relationships allowing clients to enjoy the planning process and be confident on the journey. My optimism opens the door to trying new approaches and visualizing solutions when faced with challenges, resulting in better strategies. This quality also makes it easy to partner with other experts with the goal of providing the best solutions to my clients.