Enjoyable events shared with my clients.

I have many varied interests outside of financial planning, and this is reflected in the number and type of client events I host throughout the year. For instance, we've supported local charities through sponsoring sporting clays events, compared wines from France and California, experienced a demonstration of how unique a Big Green Egg cooker can be and tried new recipes at a Jamaican cooking class. I try to match people and interests, and keep each gathering small, as it makes for a more personal experience. Let me know if you'd like to attend an upcoming event.

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt