Growing up in the home of a self employed cabinet maker, I have come to view investments as tools. Only by getting to know the client personally, can we put a plan together that will use those "tools" to pursue their goals and dreams.

I believe that building personal relationships with my clients is more important than building an investment portfolio for them. So, I implement individual focused solutions versus a “cookie cutter, one size fits all” product push that unfortunately have been employed by other financial firms for years. This personal consultative approach has allowed me to earn and maintain long lasting relationships with my clients.