A Note from Our CEO
Dear Clients, Friends and Family,
Altogether, it has been over 20 years of dedication to investors and financial planning clients along with a long list of Financial Advisors and CPAs across the country. In the process, I have made many great friends and important relationships. Along the way, these wonderful people have been the inspiration and motivation that has challenged us to be more, dig deeper and strive to have a greater impact.
In the early years, I began as a financial advisor working with primarily smaller clients and then working with larger net worth investors over time. This sparked an interest in more education and technical skills to boost the strength to serve Client Families with more complex financial situations and larger estates with profound legacy planning needs. I absolutely loved it!
Together with technical skills instruction through programs for designations, licenses, certifications, conferences and continuing education along with an emphasis on the psychology of investors and behavioral finance management have provided a critical spark that spawned the Hemispherical Mapping and Scoring Method we believe is a powerful foundation to our firm's approach. To thrive in serving Clients, a dedication to a strong Value Foundation, a clear Vision and a steadfast Mission are key drivers by which our results can be measured.
In recent months, I have reflected on the effort it has taken to get here. To be the best team contributor and leader I could be over the years, I have traveled almost one million airline miles, driven thousands of miles behind the wheel, spent over a thousand nights away from home in hotels, countless hours in meetings and presentations and often spent as much as four thousand minutes of cell phone talk time each month encouraging investors and financial advisors.
We have adopted a commitment to technology, seeking out technical planning knowledge and early adoption of innovation in anticipation of delivering a special experience for you and our group of Client Families.
We value our adventures on two wheels and place an emphasis on serving Clients that share our love for cycling on the road or the trail, motocross, cross country and all kinds of bikes.
We have big dreams and bigger plans for serving you beyond your expectations.
Thank you to all of our Clients, Friends and Family. Wishing this to be a great year of personal growth!