MY PROFESSIONAL APPROACH
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. At the same time, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. That’s what I have learned in my 30 years as a financial advisor. This is also why I believe it is important to spend time with my clients and get to know them. After all, no two clients are alike and the same goes for their investment plan. When we work together, I’ll ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk. Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction. For me, this is what client-first service is all about.
I have been a financial advisor in the Melbourne/Space Coast area for more than 30 years. I am also a member of the Brevard Estate Planning Council.