FAQs
- How did you get started doing this type of work?
Growing up my father was wealthy but he lost his all his wealth. I always wanted to know if there was something he could have done different to preserve his wealth. That question lead me to wealth management once I realized that there were steps he could have taken to protect himself and now I want to help other either preserve their wealth or as is the need for many - to realize that they do have money and the right financial habits can make a huge difference.
- What questions should customers think through before talking to professionals about their project?
As a wealth management advisor I am here to assist clients in achieving their goals. Finances are extremely personal, as I we strive to get to know the client before we can assist them in coming up with an ideal plan