About

In my own words …

Client:  Am I doing what's right?  Do I have enough?

Me: Here is what's going on. This is what we can do. Let me show you how.

Client:  Thank you.  I feel so much better. 

Yes, that's a simplified dialogue between me and my clients, but it pretty much summarizes the nature of our relationship.  So often people have financial questions and they need someone who they can depend on to be professional, honest, and caring.  That is what I provide for my clients.  The nature of what I do isn't rare, but the genuine concern that I share for my clients' well being is.  Some of my clients describe me as being very passionate about my work.  Maybe that's because I believe that your wealth goes beyond your assets and that my role is to encourage strategies that nurture, protect, and grow your wealth over time.  That's what I do, and I actually enjoy doing it.  And if it sounds simple, then mission accomplished!

Believe it or not, financial planners are real people, too.  My faith and my family are the two most important things to me.  After that, everything else can get in line. I am witty, and I’m a sucker for tacos (shrimp, fish, chicken, you name it).  I love to bake and I've been told that I'm pretty good at it.  During my downtime, I like to read books that still have pages that I can turn (I'm kind of old school that way) or listen to the audio version while I drive.  I also like traveling to places with coastlines, plenty of sunshine and delicious local seafood.   

If you're interested in learning more about how I help clients like you, then please click here to contact me today.  I look forward to hearing from you and helping you reach your lifetime financial goals.