First Vice President - Investment Officer, Financial Advisor
Integrating your values, vision and wealth
You deserve a meaningful process and philosophy to integrate your values, vision and wealth. I believe that I am not just an advisor, but a steward of my clients’ financial lives. And it is this concept of stewardship, or caring for things that potentially span generations, that has motivated me to work with clients over the past 2 decades.
“Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.” -Maya Angelou
Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
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