Mission Statement WHAT I DOWe enjoy advising and working with business owners & their employees, individuals and families in the creation and implementation of strategies that work toward specific goals set together by following a defined process. No matter the objective, we take the time to quantify each goal and develop a strategy toward accomplishing it. I also coordinate and work in tandem with my clients’ other professional advisors (i.e., CPAs & Attorneys).WHY I DO WHAT I DOMy goal as your trusted advisor and our firm vision is to “…Serve first, last and always.” (SM) The reason I develop deep relationships with clients and make it a priority to deliver results is rooted in my desire to have a positive impact on all aspects of my clients’ financial lives. I do what I do, because I believe positive relationships are developed through delivering services in a way that are process oriented (vs. product oriented) and ultimately more meaningful. My career has provided me with exposure to a broad range of operational, financial, and managerial issues.HOW I DO WHAT I DOMy areas of specialization include financial modeling for affluent families and business owners as well as for individuals who are preparing for or living in retirement. Specific areas of focus are: Wealth management strategies, diverse asset allocation strategies, transfer strategies, estate & legacy planning from a cross disciplinary standpoint, portfolio guidance and construction; and high-level financial assessments designed to define your current situation in relation to your vision, values and goals.