My core values and fundamental beliefs and my guiding principles that support my dedication to my clients:
For me, this value is about providing every and all services with honesty and candor. Being placed within positions of trust by my clients, in my opinion, nothing holds greater weight than integrity. Integrity cannot co-exist with subordination of one’s principles.
As a CPA*, CFP® and Registered Independent Advisor Representative on the Raymond James platform, I feel I am able to meet the requirements of my clients through significant probing and open-ended questions. Objectivity requires intellectual honesty and impartiality. Every decision made is based on this important principle.an unbiased needs/solution approach. There are no proprietary pressures. This independent structure allows me to customize the most appropriate strategy designed to meet my clients’ needs. It is about putting the interest of my clients first.
*Raymond James does not offer tax advice or services. You should discuss any tax or legal matters with the appropriate professional.
The focus of my practice has been about making a positive difference in peoples’ lives. Simply put, I love what I do and I am confident my clients benefit tremendously from my zeal. I always believed that to live a meaning and valuable life I would allow my passion to follow me in whatever I do. I am living that dream today.a devotion to helping clients achieve confidence and independence over their financial future, giving me a sense of purpose and accomplishment.
Confidentially means ensuring that information is accessible only to those authorized to have access. A relationship of trust and confidence can only be built upon the understanding that the client’s information will remain confidential. This principle is entrenched from day one.
Diligence is the provision of service that my clients receive in a reasonably prompt and thorough manner, including the proper planning for, and supervision of, the rendering of my professional services. Every aspect of planning is enacted in a thoughtful and diligent manner.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.