I take great pride in maintaining a very hands-on, proactive approach with clients to ensure their needs are truly cared for with the highest level of detail and attention, and that financial and lifestyle strategies are effectively implemented. I have dedicated my career to working with clients to craft personalized financial and investment strategies. My goal is to build trusting and enduring client relationships through my commitment to providing outstanding guidance and service. There's a great energy and team philosophy at Bristlecone. We share a passion and dedication to doing our very best, every day, for our clients. Working together with clients – and most times their families – thr