"Being an advisor is a noble profession. I enjoy giving our clients peace of mind by helping them attain their financial goals in a complex world.
“Most people/clients/donors have a misperception that they have limited resources… and don’t realize their potential to accomplish their charitable dreams without affecting their financial security.
"I believe we have a sacred responsibility to work with our clients on the most important issue they face in their lives, their financial future. It is the most important trust that they can place in us."