Our practice consists of three key elements: passion, pride and persistence.
The core of our practice is our passion. We love what we do and we bring it to the table every time we sit across from a client and advise them on their most intimate affairs. Being passionate is contagious and it gives clients a sense of comfort that we truly care about them and their financial success.
We take pride in knowing that the services and knowledge we provide to clients is of the highest quality. Our team consistently strives to learn and grow by participating in conference calls, local seminars, and national conferences. Our team currently aspires to obtain additional professional designations which will enhance our repertoire.
The last element of our practice is persistence; it's the key element linking everything together. Using a systematic service model keeps us in front of clients and prospects on a consistent basis. We actively pursue business opportunities with 100% conviction from start to finish. We have set business hours, strive to return calls within one business day and run an ensemble practice of five team members. Our clients receive immediate personal attention as needs arise.
Passion, persistence and pride are the key to forming long-term high quality relationships leading to optimal referrals and the overall sustainability of our practice.