I've been a financial advisor with my firm since 2004 when I transitioned from a corporate world to one where I help people and their families reach financial and life objectives. What an enjoyable and satisfying way to make a living!
My clients often tell me they feel understood, in control, informed and secure. How do we accomplish that?
O I convey to clients that the most important thing to me is to understand what is important to them.
O I use an established process to build personalized strategies to help them achieve their goals.
O We partner together going forward to keep them on track.
So maybe you're planning for retirement? Saving for college for children or grandchildren? Need to generate rising income? Wish to focus on protecting your estate, legacy and the financial futures of those you care about most? Well, building an individualized plan with you, and tailored specifically for you, is exactly what I do.
Trish Frederick is our senior branch office administrator, has been part of our team for 10-plus years and led a banking trust department prior to that.
My wife, Paula, and I are blessed to have and love two adult sons, a daughter-in-law and a 1-year old grandson. We could not be any more proud of them than we are. Paula and I enjoy nothing more than our long walks in the woods trying to keep up with our energetic dogs.
I earned a BS with distinction from the University of Virginia, and a few years later attained an MBA from The College of William & Mary, where my focus was investment management and portfolio theory. In 2007, I earned the valuable AAMS certification from The College For Financial Planning.
In summary, it is my privilege to strive in every meeting to use my education and professional experience to benefit others. My focused intent is to understand what's most important to my clients, use an established process to build personalized strategies, and partner together going forward to keep them on track.
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