My clients are like family to me. I want to be the "family member" they come to for financial advice. A good financial strategy can be the difference in a life lived comfortably and contently or one filled with anxiety over money. As a baby boomer, I have personal familiarity with a lot of the money issues concerning families- the perfect home, college, healthcare, retirement, long term care. A good financial advisor can offer a feeling of security, problem resolution, and a trustworthy ear for difficult conversations. I want to be that person for my clients. Micah 6:8