In this role, trust is the most critical factor.  A trusting relationship takes priority over everything else.  I’m passionate in my belief that a clients’ money isn’t as important to me as our relationship.

My role is to help you do better in the financial arena, just as a sports coach guides athletes to be their best.  I’m more of a life coach with a focus on finances.

I believe clients should have a basic understanding of things before they ever invest or buy any type of financial product.  My guiding principle is that no one should ever buy or invest in anything they don’t understand.

Once we decide on a course of action, I will make sure we do everything necessary to get things done.  I know how busy life gets.  My job as a catalyst is to keep those items front and center, and to ensure we don’t lose focus on the items that need action.