I use a simple and straightforward manner to offer a personalized approach built on trust. If my clients call me with questions, my goal is to respond in a way that is easily understood, especially regarding certain components of the investment process. I strive to make my clients comfortable with the direction we are headed. I believe listening to my clients is more important than talking. I guide my clients through the difficult world of finance, creating customized wealth management strategies to pursue their short- and long-term goals.