You want someone to give you straightforward, honest advice. You want someone you can trust to help you manage your investments.
My first priority is to identify what is important to you. I start by learning who you are, how you approach money management, and what you strive for and value.
By asking questions and listening, I gain the knowledge essential to manage your investments in ways that are valuable and meaningful to you. I want to understand your big picture: your career, your family, your life goals, creating a legacy. I understand these are important to living a happier, fuller life.