I started my financial practice over 20 years ago because I wanted to be in a business focused on building relationships. Relationships are not easy – they require work and trust -and that is a 2-way street. My clients trust me to be honest with them – they feel safe in our conversations and know that I offer advice and solutions that are in their best interests.
This is why I am excited to begin my partnership with Tamara Fehr, CFP and Sheryl Saari. We look forward to offering our clients a true financial planning experience built on the values of trust, honesty, and integrity. I can enjoy the freedom of deepening the relationships I have with existing clients and building new ones as we check off items on their financial “to-do” list.
From carefully curating the right financial plan to helping clients find and fulfill their retirement dreams, the best part about my role is being part of something bigger in my clients’ lives. I am grateful for the opportunities I have to celebrate with them because at the end of the day, I know I am doing the right thing for their future – and the future of their family.
My clients know I do not hold things back – especially when they need an honest opinion or another perspective on the best investment option, estate plan or reassurance on existing assets. I am proud of the camaraderie I have with my clients, and I am proud of what I have helped them accomplish.
When I am not working, you can find me golfing, off-roading or working on the next challenging project; whether its restoring a classic car or a carpentry build – the real love is my family. Spending time with my wife at the lake and enjoying our two grown children as they move forward in their lives. If you are an existing client or a new one, I welcome our next conversation as we check off the items on your financial “to-do” list.