My Story

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I began working in the banking industry in 2005 fresh out of high school. I was young and had much to learn about the environment and customer service. I remember an interaction with a client, Jose, who changed my life and career. 

While helping Jose cash his checks I remember asking him to make a deposit in order to speed up the transaction, however, he declined. I proceeded with his transaction but was annoyed after declining my request. After noticing that he had missed endorsements on various checks I asked him to correct them and without thought, I pushed the checks towards him; unfortunately, a check fell to the ground.   He leaned over and as he came back up to counter level the look on his face reminded me of my father. My actions were unacceptable and nothing I did to make up for it in the remaining time was successful. The image of my father’s face was always on my mind, and I often thought about what if this had happened to him. I vowed to always remember that clients come first, and everyone is entitled to do their business as they please.  My job is about understanding what is most important to them and helping them execute their request.  

After a year had passed, I found myself deciding to hire a very reputable landscaping company where neighbors would often say "His company is huge and it's incredible that we at times get our service completed by the owner himself". I decided to move forward with the recommendation and on the first day of service I made sure to come home to greet the company. Turns out the company owner was Jose!   Even though it had been over a year since I had seen him last his feeling towards me were unchanged. Jose said he appreciated my business and that he would cover the cost of the initial service however he would not be able to provide any future services. The interaction made him wonder if it was because he didn't look the part or simply that I was disrespectful, rude, and wasn't open to processing his business the way he wanted. It was a lesson to me that actions have a lasting impression and that I needed to make sure to stand by the client first before anything else. Treating every single client as I would like my mother and father to be treated is my greatest conviction.  

Financial Planning is my passion, and it gives me an opportunity to change lives every day. I am a human GPS, but for Financial Planning. I help my clients understand where they are today and where they want to be in the future. I provide clarity on what is possible, and I empower them to get there with my guidance. As a fiduciary, my commitment is to my client and making sure that they feel that their best interest is always the top priority of my practice.