My clients are my family – I work for a multi-generational practice, centered on affluent families and high-net-worth individuals. The first step to my work is sitting down with my clients for an initial fact-finding conversation – I want to be a good fit for them, and I need them to be a good fit for me. From there, I want to get a better understanding of their risk and objectives prior to the implementation phase. 

I pride myself on two characteristics – responsiveness and transparency. After the implementation phase, client communication is critical. My clients choose how much communication we have, but I strive to exceed their expectations. Creating relationships takes time, but I am dedicated to my clients.