As you probably know, the market has its ups and downs, also referred to as bull and bear markets. While it’s important to have a smart financial team ride that rollercoaster with you, there is more to our relationship than just managing money. Something even more valuable.

It’s the fact that getting to know you is every bit as important as knowing all the financial stuff. Because we love what we do, and our inspiration and enthusiasm is ignited by knowing we are helping people who we think of as friends and family. And that’s no bull.