Blog
Happy Father's Day
We believe that financial wealth is important. We also believe that family and relationships are a different type of wealth that is as or even more important. Whether you are…
Read MoreAll About a Game Plan
Doing what's right for the client
Not just a slogan, it’s truly what we believe in. Often times people that I talk to ask me: “Steve, I am already working with a Financial Adviser, why should…
Read MoreClose But No Cigar – A Different View
Thanksgiving Message Part 2: Changing an O to an E Can Solve So Much
On a personal note, I want to share a quick story on how changing an “O” to and “E” can solve so much so quickly. I am lucky enough to…
Read MoreMore Gratitude At This Very Special Time of Year…A Thanksgiving Message
I am grateful as I look back on this year’s Thanksgiving holiday as I have the opportunity to work with amazing people, many who lead their lives through daily examples…
Read MoreA Second Opinion Can Help a Friend
Grateful on 9/11/14
Today marks the 13th anniversary of an event in our history that I look back on with reverence for those who were lost and with immense gratitude for the lives…
Read MorePositive Focus vs. Potentially Disturbing News
Be Empowered
You may know that I am a huge proponent of lifelong learning and that I continue to invest significantly in my own academic and personal growth each year. I find…
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