Growing up, my grandfather used to say he was “rich in the blood,” a phrase that spoke to a life filled with purpose, family, and genuine value. It’s a mindset that shaped my entire approach to wealth—a resource that serves our lives, not the other way around.
Wealth, to me, isn’t just numbers. It’s “Potential Energy.” It can be a powerful measure of the value we’re creating, a source of freedom to say “No” when we need to, and a means to trade for time and reduce the stress and pain life sometimes brings. Wealth can open doors to give back, to create, and to pursue a life that feels profoundly meaningful.
Empowerment and Possibility for Every Client
In my work with clients, my goal is to reduce the stress that so often accompanies financial planning. I want my clients to feel empowered to explore the “What if” dreams and to be supported in making those dreams a reality. True wealth is about freedom and choice, and my role is to help clients live out those possibilities with clarity and confidence.
Flexibility as a Core Principle
We take Yogi Berra’s wisdom to heart: “Predictions are very difficult, especially about the future.” Life shifts and bends, and financial planning must be flexible enough to change with it. Our approach is built to adapt to the unknown, offering stability while embracing life’s natural unpredictability.
Reimagining the Role of Money
I’ve noticed that many people around me have a complicated relationship with money. Some choose the “head in the sand” approach, avoiding finances altogether, while others operate from a mindset of “never enough,” constantly feeling as if financial security is always out of reach. I believe there’s a healthier way—a way to see wealth as a supportive force rather than an endless burden or a distant goal.
My hope is that one day, every client will look back and realize that our professional relationship was never just about growing investments. It was about something deeper: helping them craft a life filled with meaning, purpose, and, ultimately, richness.
