In 1993, I began my career in financial services as a co-op student. Since then I've learned the industry from the ground up, and now I have the honor of serving my own clients.
What does it mean to serve my own clients?
I put your needs first! I invest time with people. My expectation is by developing a relationship together we will determine if working together makes sense. I want my clients for a lifetime. I understand goals and needs change with seasons in life and so should one’s financial planning. I meet my clients wherever they are in life.
What makes me different from other financial advisors?
- I put your needs FIRST.
- I allow God to lead my steps.
- I answer and respond to all client calls and messages.
- I really do monitor the pulse of the financial market on a daily basis.
- I make risk recommendations on financial personalities, not the number of years to retirement.
