It is important to review and evaluate your overall financial plan periodically to be consistent with your goals and objectives. As your Wealth Management Advisor, Dan prefers to meet with you regularly to review your plan and address any appropriate changes.
Our team members are an integral part of our practice and focus on supporting your planning efforts. They are fully qualified professionals with the credentials and experience to help you through the planning process. Please take a few moments to learn about our highly skilled team.
Andrea TaylorACS
Associate Financial Advisor
And We’re Fun…
Financial security planning isn't only about numbers, math, strategy, tactics, and quantitative analysis. Our work focuses primarily on people, which means listening to our clients and understanding what's important to you, your values, your goals, your vision for your future. We understand that our clients' goals are driven by qualitative factors that may be more important than merely money, because your goals stem from emotion and feelings, that are not directly quantifiable. Finding out about you, your family, your friends, and the most important parts of your life, the fun parts of your life, is the human aspect of our work.
