I work with anyone that is willing to be mutually trusting – institutional, high-net-worth, aspiring affluent, and generational family assets.

I believe a prospect interviews me at the same time I interview them.  From there, we should each be honest whether a business relationship will work.  When meeting with clients, I believe it is important to work hard and communicate.   During reviews, it is important to me that they know as much as they want or need to know.  We always touch on that at every portfolio review, whether in person or on the phone.  Life is always changing, and so do financial goals.  I believe portfolios should be nimble to appropriately address what life throws at us.