I enjoy having the relationships with our clients. We become part of their businesses or part of their lives – we become their friends.
Seeing long-term plans come to fruition for our clients and their families has to be the most rewarding aspect of the job. Being part of the client’s advisory team, a trusted group that helps provide clarity around each clients’ goals and objectives, develops a plan for their long-term success, and ultimately being able to watch that plan become a reality is encouraging and uplifting.
By focusing on what really matters, we can help our clients and their families create comprehensive life planning to achieve their goals. We’re able to focus on what we’re best at, the heavy lifting, so our clients can focus on what creates the most value in their lives.
It’s the team. We bring together such a breadth of expertise and resources that we rarely come across something we’ve not seen before. This allows us to harness everything that we know and everything that we’ve done and put that into our clients.
Right now it’s supporting my daughters’ interests which can be ballet, gymnastics, and softball. If the stars align, we’re able to go on a bike ride or more recently adventure out to play a quick 9 holes of golf.