Welcome!
I am so glad that you found us!
Working with an investment advisor is one of the most important steps in creating and achieving your goals. And they are not just financial goals.
I consider financial goals as just one set of tools towards achieving what you want to do for yourself, your family, and your community.
Unlike many advisors where they fill their website with financial information and all of the cool things they do for themselves and their clients, I use the website as a means to know about me and what I am about.
All of the cool tools in the world can’t create a connection. Because that is what this is…a connection.
When you hire a financial advisor, it is a connection that you are making for the long haul. Might as well get to know the person, who they are, and why they do what they do.
There will be plenty of time through emails, social media, meetings, and events to work on solutions to your financial issues and life goals.
So, feel free to schedule time with me through any of the ‘Contact’ buttons where we will really get to know each other and how I can help.
Best,
Patrick
