“I make the complex simple.”
My career started in New York City working on Wall Street for large financial institutions. The problem I had was I didn’t feel like I was working in the best interest of my clients. Between sales quotas and proprietary products I was asked to sell investments that I didn’t believe in, or didn't fit the clients' needs.
My goal now is to help you develop the discipline that has proven over years to provide fair investment returns. Whether you're a business owner, a corporate executive or a long-time company employee, you need fair and unbiased advice. There is so much financial information out there, and so many financial products to choose from, I can help you cut through the clutter and make a decision.
One of the things I like about working as an independent advisor is that I’m allowed to recommend investments that fit your needs. We'll spend a lot of time figuring out what those needs are, before you ever hear me say “This is what I think you should do.”
My family is the most important thing in my life, and I’m most successful working with clients that have a similar feeling about their family as well. For me, this job is personal. I believe it’s my responsibility to understand your family needs and put plans together that help you achieve those goals.
When I get a note from a client thanking me for my advice it makes my day. I work very hard to learn who you are as a person. It’s knowing you as a person that allows me to help make your life better. By doing so your goals are always on the front burner. I never forget what I’m here to do….help you achieve your financial goals.
To contact me either email me or give me a call at 518-608-8939.