How I Work With Clients

 

  Client Service Philosophy

I do not want to work with anyone for a year or a few months. I am dedicated to my clients and have developed relationships that have spanned decades and have been handed down from parents to children. My clients are my priority, and client service is paramount. I know the importance of the trust that is granted me to manage someone's money.

 
  Investment Philosophy

My investment philosophy is simple: Everyone should be comfortable about their money. Each person, each company, has a different risk level. I work diligently with my clients to establish what it is, so I can provide precise investment strategies to meet their needs.

 
 

Commitment to Not-For-Profit Organizations

One of my greatest pleasures as a financial consultant is to assist not-for-profit organizations with their financial goals and objectives. I made a commitment many years ago that this was an area I wanted to focus on.

In assisting each organization with its investments, I have met many wonderful people: boards, staff advisors, members. Many of them have become friends. Some have asked me to work with them as individual clients, and my life has been enhanced by these relationships.