How I Help…
Being a wealth consultant requires me to get to know my clients on an intimate level. We routinely have discussions regarding their families and their very personal goals and wishes in life. Relationships with my clients usually start by being advisory in nature, but over time those discussions create a much more genuine bond, and I love that about my job.
I take a vested interest in my clients’ outcomes and there is certainly a level of pride in knowing that they trust you and look to you for guidance in areas that are most important to them.