How I Help…

Recently, a business client came to me with a unique challenge. They had a potential investment opportunity in the near future but weren’t sure when it would materialize. The client wanted to avoid having their capital sit idle but also needed liquidity, capital preservation and the chance to earn a return while waiting.

As it turned out, the opportunity didn’t arise for another 13 months. In the meantime, I was able to help them secure a yield above 5% APY, with the flexibility of daily liquidity. Even better, the principal balance was fully protected thanks to the tools at our disposal.

I firmly believe every problem has a solution, and I take great pride in helping my clients find theirs. When I don’t have the immediate answer, I leverage my team and resources to ensure the client’s needs are met. I take ownership of every step in the process.