Since the beginning, our firm has been built itself on providing trusted financial advice and solutions to our clients. We have always focused on providing exceptional client service as our cornerstone and understand that it is this level of service and our client referrals, that will propel us into a successful future.

Early on, we understood that being independent would allow us to provide truly objective advice, which would always be in our clients’ best interests. Whether it be insurance or investment products, we will always strive to find our clients the best products or services available for their particular situation. We have no quotas and are not governed by any large financial institution who wants us to push any particular products. Therefore, our number one incentive is to put our clients’ needs first, in all of our recommendations.

Lastly, we always strive to present our financial plans and recommendations in a clear, concise, and organized manner. We use financial planning software programs that help aggregate our clients’ entire financial picture so they can see everything in one place.  We understand that for some of our clients insurance and investments can be confusing, so we work hard to keep things simple.

– Return all calls and emails within 24 hours.

– Always provide prompt and friendly service.

– Keep up to date with the latest products and services.

– Complete continuing education courses and stay current with financial markets.

– Continuously work to complete financial certifications to increase our knowledge base.

– Have fun!  We genuinely want our client experience to be enjoyable. And if our clients are happy, we are happy, which provides the synergy for a long-lasting relationship.