OUR STORY
After years of working in the high-pressure, sales-driven environments of corporate financial services, I realized that titles like "Financial Advisor" or "Vice President" often held little real value.
These labels were largely marketing tactics, meant to impress but not necessarily earned through client-centered expertise. Being positioned as a “salesperson” created a natural conflict of interest, where sales took precedence over genuine advising. To me, using these titles felt dishonest, as they often came without meaningful requirements or accountability.
The tipping point came after nine consecutive years of end-of-year reviews that focused solely on hitting financial targets, earning sales trips, and qualifying for production conferences. Not once did anyone ask, “How did you perform for your clients?” To me, that should have been the first question, the one that mattered most. It became clear that the client’s outcome was not the priority, and I knew I needed to change that.
I founded this firm with a simple mission: to create a place where the only question that truly matters is, “How did we perform for the client?” If we focus on the client’s success, the business success will follow. Building and operating a client-first firm has been the most rewarding experience of my career, and it’s what drives me every day.