About My Clients

I realize that each person is unique, with special needs and circumstances. The list below describes many of the qualities of the people with whom I work:

• Care deeply for family, community and other people

• Charitably inclined

• Interested in leaving a legacy for future generations of their family

• Have important financial goals and are committed to acting on them

• Serious about making wise decisions with their money

• Seeks a trusting relationship with an experienced financial professional

• Concerned about the quality of their life

• Have investable assets

• Teachable and not easily influenced by the financial media

• Value experienced professional advice

WHY PEOPLE TURN TO ME FOR SOLUTIONS:

• I listen

• I care

• Experienced in a variety of market conditions and environments

• Long-term perspective

• Thorough evaluation by an experienced, trained professional

• Proactive and structured process

• Provide full disclosure of opportunities, benefits, costs, and trade-offs

• Personalized and customized solutions

• Offer wide range of high quality services and products from some of the most respected financial institutions in the world

• Frequent reviews

• Responsive and proactive client service

• Strong network of outside professionals to whom I refer clients when necessary