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Forging Relationships Through Trust
The most important thing is trust.
It can take years to earn and seconds to lose.
Trust is at the forefront of everything we do.
Greater Value Through Innovation
Innovation is the ability to see change as an opportunity - not a threat.
Steve Jobs
My experience in the Navy SEAL teams has profoundly shaped my approach to life, business, finance, and investing.
I had the privilege of serving with some of the most professional and elite soldiers in the world.
We were taught to think unconventionally, master the fundamentals, plan incessantly, embrace change and innovation, and work as a team.
I have integrated what I learned in the SEAL teams with best practices that deliver results in private wealth.
My clients are my teammates and I treat them with the same respect as those I served with in the military.
01
Veteran Owned, Independent RIA
02
Experienced And Credentialed
03
Strong Innovation Mindset
04
Fixed Fee & Discount Fee Models
05
My Word Is My Bond
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