Client Relationship

Highest standards of integrity and professionalism
To start, it’s important to understand that in my role as a CFP® professional, there are heightened expectations of me in all of my client relationships. What this means to you as my client is that my first and foremost commitment in our dealings will always be maintaining the highest standards of integrity and professionalism.

Understanding you personally
I like the one-to-one approach for helping you on your road to financial wellbeing. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. I take care to understand your personal goals, knowing there is more to this money thing than just having the money.

From big picture to detailed analysis
To be the most helpful as your advisor, it is very important that I understand your individual relationship with money. Before helping you decide what is best for your investments, I always start by walking through the whole of your financial life, looking to see how you got to where you are today and where would you like to go from here. Money is very personal and we each work with it in different ways.

Personal accountability
By keeping my operation to a modest size, I can personally take care of each of my clients. You will not encounter any call-in desks; you will always call on my direct line. I personally answer all your questions as I work with you on developing your individualized strategy.

I don’t strive to be a giant in the industry, and that allows me to take the best care possible of those I help, with a much higher degree of personal service, individualized goal setting, in-person meetings, and attention to detail. As an independent LPL Financial Representative, I provide objective advice that focuses on you and your needs.

I answer to my clients and not to an institution.