After three decades in the industry what keeps me going each and every day is the determination and hope I feel when working with my clients. I take pride in helping families achieve short and long-term goals through disciplined financial planning.
My parents worked extremely hard to give my brother and me the life they never had. There was no financial planning, only years and years of working with no thought of retirement. Some of my clients are curious about ISG’s portfolio philosophy, how we choose investments, etc., but what I hear time and time again is that they stay with ISG because of the relationships.
Earning my clients’ trust by keeping their goals alive gets me up in the morning. I especially enjoy planning sessions with my clients where we devise a financial plan that can help them increase the chances of living the life they want — such as leaving a legacy for their children or giving back to charities that matter to them.