Why do you love what you do?
I love helping people with their financial lives because it provides the tangible resources for all of our client’s sometimes intangible dreams and goals. Some client relationships have lasted for nearly 25 years, and some family relationships are working into the second or third generation. It’s so rewarding when plans that we made decades ago come to fruition. It’s also been a thrill building a firm around the goal of making the highest quality financial advice transparent, and as free from conflicts of interest as is possible.