Why do many people choose their professions? I would say because they learn to match their interests and skills with something that can improve the lives of others. That is fulfilment. I see this daily with my clients, many of whom are doctors, builders, restauranteurs, executives, dentists, pilots, CPAs, attorneys, etc. We all do something we enjoy while providing expertise to save our clients time and provide them with guidance to do what their unique calling is. Its why we specialize. I am blessed to have found my calling at True North Wealth Management. Helping clients attain their goals is beyond fulfilling and has brought friendships and blessings I could never have anticipated.
We quite simply position ourselves as the Financial Director of our valued clients’ lives. Working within your trusted professional circle to provide guidance and leadership regarding Risk Management, Estate strategies, Lifestyle and Wealth Planning and Asset Management. You cannot possibly manage a client’s assets without being submerged in the intricacies of all these aspects of someone’s life. We recognize each client has unique needs and dreams, which we are privileged to partner in understanding and providing appropriate solutions. Our process navigates between accumulation period (working years) focused typically on growth to the pre-retirement period (preparation for transition) to the distribution period (retirement). We understand this period depends on cash flow, aka Lifestyle Investing, and we streamline the transition to help realistically prepare our clients. Aiming to ensure your needs are met with adequate, consistent cash flows to maintain your desired lifestyle. Focusing on additional allocations to help meet your Likes and Wishes is paramount too, after the income foundation is built. This is where we look to achieve your family’s dreams.
My educational training, experience and business background has led us to develop this unique client-focused approach to all aspects of financial stewardship. I have been an entrepreneur of multiple companies during my career in financial services, retail apparel, and the food/hospitality industry. My education includes: a BSB in Marketing from Miami University; MBA from the Darla Moore School of Business at the University of South Carolina; Chartered Financial Analyst (CFA) designation; CERTIFIED FINANIAL PLANNER® certification.
With decades of experience in company growth and management as well as decades of experience in wealth management, our team has developed a very client focused process to understand and prepare the most appropriate means for you to achieve your family’s goals and reach your dreams – now, in the future and for multiple generations.
I enjoy learning (reading and piano), traveling, helping others, and staying active (working out, hiking, boxing, playing baseball and soccer). My three sons Jack, Easton and Grey fill my life with so much happiness. Most evenings and weekends, you’ll find me coaching and exploring this incredible life with them. Deo gratias