My goals are to be a good Dad, Husband, friend, colleague, business owner and trusted advisor to my clients. Also like you, I'm not perfect and nor do I expect that of anyone. Trust is earned over time and I believe if I can do my best for others, the rest will fall into place for me and my family. I'm fortunate to have 20+ years of experience in providing advice and aspire to be here for the next
20+ years, God willing. So much has changed for me personally and throughout my career and I have no doubt there will be changes in the future. Since advisors often ask clients to make financial changes, I believe we as advisors should also be willing to make changes, so long as it's a mutually beneficial for all parties. So in May, 2022, I made the decision to leave the comfort of a successful practice along with a great income to start my own business. I grew tired of business models and sales goals that prioritized gaining new clients and assets over those who had already decided to work with me. Being independent allows me to limit the number of clients I serve while providing customized advice and solutions to individuals, families and business owners. Our service model is tailored to client's unique needs and goals, not the other way around.
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