Donna and I look at the world a little differently from most wealth management teams. Rather than presenting charts and graphs in a first meeting to differentiate ourselves, our approach begins by understanding what is important to you and your family and why you value those areas of focus.
Some wealth management teams think their job is to remove emotion from personal finance. We embrace emotion as a pivotal part of who you are and where you are going. We believe it's only after having a deep discussion and developing a trusting relationship that we can begin to craft a plan that gets you where you want to be while taking the least amount of risk possible.