MISSION

Through my knowledge and experience, develop strong client relationships that allow us to plan for and achieve financial success in partnership.

VISION

To be a leading figure in the field of Wealth Management by providing clients with solutions to create, manage, and protect wealth.

VALUES

Above all, our values proposition encompasses many respected qualities including trust, honesty, integrity, reliability, accountability and excellence. These values are not only important, but essential in building a foundation upon which a successful relationship thrives.

GOALS

i. Provide clients with a continuum of products that is not limiting their investment needs and choices.

ii. Establish a level of customer service, possessing a high degree of consistency, reliability and availability.

iii. Maintain client contact through regularly scheduled portfolio reviews.

iv. Design investment plans that take into consideration the clients investment objectives, risk tolerance, and time horizon.

v. Minimize the effects that taxes, inflation, and fees play in reducing your long term investment returns.

vi. Educate clients in regards to various aspects of the wealth management process in order to eliminate some of the confusion surrounding their decisions.

vii. Invest more time in local initiatives in order to give back to the community where I have lived my entire life.