Philosophy
My business philosophy is simple: “In order to pursue the goals of the clients you work for, you have to understand their mission.” I developed this philosophy after many years of listening to clients discuss where they want to be and their expected timeline of achieving these goals. They typically have a sense of urgency and they believe acquiring as much wealth as possible in as little time possible is the definition of success when in fact, anticipating and navigating the obstacles prior to the end goal is most important.