I work with small business owners and families who have done a great job at raising their kids and are now looking at planning their retirement. My clients have had many life experiences and understand the value of long-term planning.
Through our planning process we take a step-by-step approach with our clients. This helps them get a better understanding of where they are today with regards to their finances, where do they want to go in the future, and what steps to take to get there.
Areas where I impact my clients is mostly through listening and asking questions to help identify and articulate their needs, goals and objectives. Coaching my clients to do the things that will help accomplish their goals, and regular touch points along the way to keep them on track.
I have over a decade of experience working with business owners and families. As a business owner and a father, I understand the challenges of balancing work and family. While golf is a great passion of mine, my best moments of the week are with my wife and 3 daughters.