My mission is to help individuals, families, business owners, and executives we serve develop and execute financial strategies and make educated investment decisions that align with their goals.
It is important that my clients understand that I work for them. It is their money we help them manage and they are in control of the process. We have the benefit of working through Securities America to provide unbiased advice. Similar to other wealth advisors, I provide the core wealth management services: financial planning, portfolio management, risk management, and estate planning.
Unique to me is my life experience which provides a one of kind client experience. With over 17 years of experience as a financial advisor, three years in the U.S. Army, and receiving a Certified Retirement Counselor designation has made me into the advisor I am today. It has provided me with valuable leadership and communication skills. This gives me the ability to understand and relate to wide range of clients from every day retirees to the corporate CEO. This has been effective in helping my clients plan and work toward securing they’re most important goal- a comfortable retirement.
There are no short cuts in earning our clients’ trust and nor are there any in achieving your goals. My clients need to be secure, comfortable, and confident with me. This begins with both clients and advisors being selective in whom they choose to work with. But if you find the right fit on both ends I believe you can build a long lasting, trusting relationship that will give you confidence while you work towards achieving your goals.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
- Robert Fogel
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