About Us
WHAT DOES "SMC" STAND FOR?
Each letter in our name can stand for many things related to how we manage our relationship with you.
S - Strategic, Systematic, Structured, Simple: working with you to identify your goals and interests along with your tolerance for investment risk and design an easy to understand means of achieving your goals.
M - Managed, Methodical, Modeled, Monitored: behind the scenes we are constantly reviewing the strategies implemented to achieve your goals and objectives.
C - Collaborative, Consistent, Comprehensive, Continuous: we keep you informed along the way with as much or as little of the information you desire.
As your financial advisor, I can:
- Help you clarify and define your goals;
- Recommend solutions that fit your needs;
- Deliver timely information;
- Explain how changing financial conditions affect you;
- Monitor your financial progress;
- Make investment planning easier.
I am fully committed to:
- Listening to my clients;
- Helping my clients understand their options;
- Helping my clients achieve their financial goals through careful, thoughtful and prudent planning;
- Providing highly personalized service;
- Expanding my expertise through continuing education.
I achieve each of these goals through superior product, industry and taxation knowledge and investment analysis. In addition, for my corporate clients, I focus my attention on effective management of fiduciary responsibilities.