My Core Values

“Thou shalt not forget that money is only money and not character or fame.” - Steven J. Lee

Integrity — Integrity is the foundation of every long-term relationship. I am committed to operating with honesty, character and conviction.

Caring — My clients' interests always come first. I seek first to understand the needs of my clients, and present objective advice that will best address those needs.

Diligence — I work hard to pursue excellence in everything I do, from conducting independent investment manager research and oversight to delivering the highest quality client service.

Stewardship — As your advisor, it is my role to offer you sound financial advice to empower you to make wise choices with the resources entrusted to you.