I believe my process is designed to provide the essentials for a solid Client - Advisor relationship. These include:
- Personalized wealth management strategies A comprehensive approach to financial planning
- A commitment to specific and personalized ongoing client service
Many of my clients are engineers, professionals, entrepreneurs, or have technology backgrounds.
I work with clients of this nature as I believe they tend to be analytical, like me, and are looking to learn and discover the entire range of options available to them. Also, typically these clients have very little time to manage their finances themselves.
Although I do work with many clients not fitting this demographic, several occupation types are listed below that fall within my specialty:
- Computer / Software
- Professional Sales
If you are in one of these fields, or something dimilar, I may be a good match for your personality and d