I joined the firm in 1999, and I realize this simple truth: The quality of our business depends on the quality of our client relationships. We work hard to build a strong relationship with every client. And after nearly 25 years, I am proud to say we’ve succeeded!
As a firm, we have a lot of relationships, and we treasure them all. That means staying in regular contact with clients. It means knowing what’s important to you. It means keeping track of your personal and family milestones and accomplishments. Most of all, it means always being up to date on changes in your life.
The responsibility of our financial advisors is to keep a constant eye on your financial plan and investments in between regularly scheduled meetings with you. Having a great team helps us keep our commitment to providing you with the best possible service. A large part of my job is to stay in touch with you.
For instance, I’ll check in with you from time to time to:
- Ask about any new developments in your life, both financial and otherwise;
- To see if there’s anything we should be doing for you, and haven’t;
- Ask if you have any questions or needs that we can help you with;
- Invite you to upcoming events;
- Schedule reviews or appointments with you as needed;
- Relay important information, perspectives, and developments that your Advisor feels you should know.
On a personal level, I am married to Dale. I have three grown children and four grandchildren that are the highlight of my life. I enjoy spending time with my family, spoiling my grandchildren and watching their sports and activities.