Vice President, Assistant Branch Manager, Associate Portfolio Manager
Toll Free: 855-649-1888
606 - 4th Avenue South
I come to work each day determined to keep my clients informed, protected and prepared for what lies ahead, to be able to take advantage of opportunities and remove uncertainties that might be clouding the path to attaining their goals.
My job is to utilize my skills and experience, as well as the expertise of professional partners within my firm, to help create and deliver tailored investment, estate, and financial strategies based on the information with which my clients have entrusted me.
Every client is unique and has different needs, but that doesn't mean clients should be treated differently. My personal values guide my actions to make sure my clients feel they are heard, understood, and are provided with diligent, thoughtful advice and direction.
My clients choose me because they need and want someone to care about their families’ financial well-being as much as they do themselves.
My goal with every client is to be their most trusted advisor, and this is something that is very rewarding once it has been earned. Over the past 13 years, I have come to be the person my clients turn to as a sounding board for many life decisions, often not investment related at all. These relationships are my measure of success in my profession.
My beliefs are strong and I work with passion. I believe this is a benefit to my clients.
I believe that being transparent is most important.
I believe that being honest and upfront leads to clear outcomes, plans and solutions.
I believe that being cautiously optimistic allows you to succeed at a steady pace.
I believe my clients need professional advice.