What drives me is the desire to make a meaningful difference in the lives of my clients. Having been a financial advisor for many years, I believe I understand what my clients desire from their financial advisor:
They want to be treated fairly and honestly. They want their advisor to have integrity and to have their interests before that of their own. They value knowledge and significant experience. They want their advisor to have the heart of a teacher versus that of a salesman. They want to be appreciated. Finally, they want a long-term, multigenerational, relationship with their advisor.
My goal has always been to be that financially educated, morally sound, caring, financial guide in the lives of my clients.