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

• 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