“Having the opportunity to work with business owners and corporate executives - across many different industries - keeps my job interesting.  However, my favorite part is getting to know the client and their family– spouse, children, grandchildren, parents and supported charities.  With my strong belief in excellent customer service, attention to the details and a sincere desire to know and understand each of my clients, I’m most rewarded when I become a member of the client’s advisor team.  I enjoy working alongside each client’s CPA, Attorney and Financial Advisor to assist them in serving the client and the entire family. ”