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:

1. Help you clarify and define your goals;
2. Recommend solutions that fit your needs;
3. Deliver timely information;
4. Explain how changing financial conditions affect you;
5. Monitor your financial progress;
6. 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.