I got into the business because it was a more personal connection than banking. I believed I could help financially organize my clients in an area most did not feel comfortable, help simplify the process to make it more understandable, and then create a path for them to help them reach their goals. As we have always said, the best part of our job is sitting with clients and helping them feel better about their financial lives.PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Business Practice Management and Advisory