FAQs
- What is your typical process for working with a new customer?
The first call is more of an introduction and information a gathering. At the end of the day, this is a long term relationship built on mutual trust. I want to learn more about who I am working with on a personal level. After our initial meeting, I will use the data and info to construct an analysis of their current portfolio, create a financial plan, and provide recommendations going forward. From there, I like to speak with all of my clients on a monthly basis at least.
- What education and/or training do you have that relates to your work?
I have an undergraduate degree in Business, an MBA with a concentration in finance, and I am a Certified Financial Planner.
- How did you get started doing this type of work?
I spent a semester on Wall Street in college and was immediately hooked. When I finally got the opportunity to become a financial planner, I never looked back.