Our Mission

Changing the world

Awakening you to your money


They say it is silly….

…to care more about people than money.  To be a wealth advisor and want to change it from a perception of being in “sales” to a perception that we are consultants that you hire to be your advocate in this world of money. They say it is silly that I don’t care how much money I make until after I am certain that my client is best served.  The best people in my industry tell me that I need to have a profit motive.  I am certain that they must be right, but I don’t care.

What I care about is making certain that my family of clients understands money, gets to ask me anything, turns to me to talk about the emotional issues and impacts of money, wants to learn more as they invest with me, and wants to be empowered to change their world, one dollar at a time.  What I care about is that I lead with care in this wilderness of wolves and weeds.  So many things can get in your way; it should not be the person you chose to help you know about money.

If you are not being taught about money, ask why.  Don’t let them convince you that they will handle it all … you should know what they are doing, even if you are trusting them to lead you well.  My clients are intelligent, strong, caring and invested in the knowledge that we are partners in this money thing.  Because, truly, I’ll tell you a secret … it really isn’t about the money.  It is about relationships, trust, and the ability to lie down your head at night and know someone else out there has your back.

Let me make this abundantly clear:  your money is always your money, and you have every right to disagree or make decisions about it, regardless of what I advise.  Don’t let anyone tell you differently.

They say it is silly, but I want to change the world – one client at a time.