Broker Check

Why Hire Us?

I've learned the best way to answer this question is for us to talk. I’ll ask you a lot of questions and you can ask me just about any question you like. By doing this, I’ll be able to find out what your concerns and issues are and how I might be able to help you. And you'll be able to find out the things about me that you need to know.

On Trust

The only sustainable basis for a genuinely successful relationship between a financial planner and his clients is mutual trust and respect.

You have to know that I will always tell you the unvarnished truth – what you need to hear rather than what you want to hear – and that I will always put your interests first.

That’s how I conduct my practice and my life. I don’t know any other way.

The best advice I can give you is to seek trustworthiness even more than competence. If that means you end up choosing another advisor, do so knowing that I sincerely wish you every success.

I can’t promise specific financial outcomes. I can only promise truth, transparency, and trustworthiness. And from these things, good things will surely follow.

Some reasons we have been hired in the past...some may be yours too!

You want:

  • Your Advisors Coordinated - so you don’t have to manage your own financial planning
  • A potentially better Rate of Return on your investments
  • A Roadmap showing you how to get to where you want to be
  • Strategies Designed to Legally Pay Less Tax
  • Your Family provided matter what
  • Financial Planning...not a doorstop
  • An Investment Strategy you understand
  • To Control excessive spending
  • To Organize your financial life
  • To Avoid Big Investment Mistakes you are hard-wired to make


How We Will Add Value

  • We'll help you explore what you really want out of your life
  • Offer insights gained by experience and clear thinking
  • Help you make informed financial decisions in a confusing environment
  • Planning will prepare you for the unexpected...and here is always the unexpected

More Than Advisors, We Are Financial Planners

Imagine yourself retired, enjoying doing what you love - family time, travel, leisure, giving back, working on your Bucket List.

If you're ready, give us a call or send an email. We'd love to help you with what's important.

  • Master's Degree in Taxation
  • Certified Public Accountant*

*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.