As a Wealth Advisor, primarily for a select group of very successful business owners and affluent clients who are about 5 years or less from retirement, we work hard to understand your 'why' which is what matters most to you; family, occupation, recreation. Then we focus on your 'how' - Your Money!
We focus on what we can control, and our philosophy is rooted in planning and following a disciplined process. The process is built around the 3 D's:
Discovery Design and Deploy.
What's most important to us is the relationship we build that forms the foundation of my work with my clients - because investing is about more than just money. It’s about building a trusting relationship and getting to know you and your goals before deciding where to invest. We use a refined 5-Step process that puts all the pieces of the financial puzzle together for our clients.
Our clients want a work-optional lifestyle. They want to go to work because they want to, not because they have to. They aspire to financial independence and they want to be able to live off the income of their own resources.
Crysta and I work with incredible people who are engaged in our process, have gratitude for today and ambition for tomorrow. They are hardworking business owners or affluent clients that are positive, optimistic, realistic and have a strong sense of purpose. Our objective is to make sure every client receives the personal attention they deserve to help make their goals become a reality.
We provide an elevated client experience keeping all the pieces of each client's individual financial strategy in place. Follow our proven process to ensure your goals of financial independence is achieved.
E-mail: [email protected]
My Personal Interests
- Spending Time with Family
- Personal Fitness