Referrals to other professionals

Even King Arthur needed his round table

If there is one thing that I continue to learn, it is that there are still things to learn. The wealth management industry is confusing. I work hard through my continuing education courses to stay on top of the many changes so that I can bring the most up to date information to my clients. However, with so many aspects and of course so many regulations, it makes sense to draw upon the expertise of professionals within certain fields.

I have developed a strong network of accountants, bankers, insurance advisors, investment advisors, lawyers and other professionals in the many years of service I have provided. I am happy to help redirect you to the services of these others as conditions may warrant.