Mission Statement

Whether you are an older investor needing aid managing investments, a middle-aged investor preparing assets for retirement, or a younger investor wishing to understand the basic concepts of investing, I will be your trusted advisor who will place your financial needs above my own.

My clientele consists of nearly 100 families, centered around Chicago, Dallas, and OKC.  Through travel and close personal contact, I meet with each client to establish that intimate relationship which an investor should share with an advisor.  We discuss the client's personal situation, gather data that will help in solving challenges the client may face, and craft a personalized set of plans to move the client toward an end-goal.  It would be my greatest privilege to form such a relationship with you and your family, and to be a part of solidifying your family's financial future.

But I am not satisfied with simply managing your assets.  I will be a firm foundation that will support you when you need it the most and a confidant whom you can trust to handle your concerns with passion and integrity.  I will care not just for your investments, but for you as a person, and for your family.  The better I know you and your unique situation, the more effective my assistance can be.  My aim is to give someone I truly care about the best possible advice and service.

Your destination is mine.  Let me help you get there.