Wonder how to rollover your IRA? Don't know the best way you should save for your kid's education? Need to know if you can afford a remodel? It doesn't matter to us if you're a client or not, we will help. Andy loves questions, so fire away.
My main role as an advisor is to help you make good financial decisions and help you to avert doing anything that might be detrimental to your life situation. If you have a question or concern, or even a passing thought about something, and it has anything to do with money, I want to be the person who comes to mind first. The topic doesn’t matter.
I am a fiduciary, which means that I will always act in your best interests above everything else. I take my fiduciary role very seriously and will not ever compromise on that. I believe this is one of the foundational items that allows me to have wonderful trusting relationships with clients.
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.
Committed to truth and integrity in all he does, Andy is a self-proclaimed “financial therapist” who is passionate about helping people make sense of their financial lives.
As the administrative assistant to Andy, Sam is an integral part of the Quo Vadis Financial family. A woman who wears many hats, Sam is responsible for executing a number of duties that are essential to the daily operation of Quo Vadis.