I’m a planner. It’s how I’m wired. Whether it’s planning for a vacation to Paris with family, all the way to starting a family and building a successful business…they all require planning, attention to detail and a focused commitment. This kind of mindset lends itself to the passionate devotion I have to help our clients set meaningful financial goals and see them to a successful completion. Nothing could be more professionally satisfying to me. There’s nothing better than teaming up with professionals, entrepreneurs, and their families to develop a plan and see it through. Regardless of what the economy, the stock market…or simply “life” throws at them. We’re in it together and nothing f