I assist clients in attaining their financial and investment goals and define those goals as financial stability, security and investment success. I believe that a client-focused approach, combined with personal accountability to my clients is the foundation for a mutually successful relationship. Fundamental to my business ethos is the idea that the more knowledge and understanding my clients have, the more likely they are to make sound investment decisions. The continual quest for knowledge and understanding is a two-way street. Administered with the strictest confidentiality, I engage clients in a structured process of interviews and research. This knowledge forms the critical underpinnings of setting financial and business objectives, investment strategies and processes designed to accurately target my clients objectives.