In 1990 after 18 years in the Government Contracting Industry, I decided to pursue a career as a financial consultant. The world of investing had been of interest to me for many years, so much so that I joined a local investment club.
I enjoyed different facets of the financial world, from actual stock analysis in the investment club to the problem solving needed to obtain financial security for my family. I made a commitment to building a professional Financial Planning practice.
Being a client before I made the career switch to financial consultant proved to be surprisingly helpful. Having talked with, interviewed, and worked with different representatives from different firms, I clearly remember some dos and don’ts of working with people. I remember how it feels to be on the other side of the table. I want to make sure that my clients know we’re partners. I want to understand their concerns and needs. I want them to understand that I will work with them to pursue their financial goals.
I am thankful for the relationships I have built with my clients over the years that have allowed me to see them through their different life stages. I want you and all of my clients to think of me as a resource for investment strategy, insurance needs, navigating through difficult times and any of the important planning aspects of your life
A key component that makes your success possible is ongoing two-way communication with you through written reports and newsletters, telephone calls, emails, and, most important, face-to-face meetings. My commitment to your success, and doing everything necessary to make it happen, is the cornerstone of my practice.
Financial Planning is one of many products and services offered through Investacorp. I make it a high priority to build an individual written financial plan for each client. This plan outlines the steps we need to take to pursue your goals, such as retirement, college planning, family protection or leaving a legacy.