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Q: What is the key to being successful in business?

The key to being successful in business is to surround yourself with talented people who share the same vision of providing excellent service to your clients.

Q: How much has your industry changed from the time you started to now?

The financial industry is constantly evolving. Since I started in 1998, significant events such as 9/11 and the 2008 financial crisis have caused more oversight which I welcome.

Q: Did you see yourself in this industry and in this position as a child?

As a child, I didn’t see myself specifically as a financial advisor, but I knew my desire to help people.

Q: What advice would you give any aspiring businessman looking to start a company?

There is much advice I would give. First, treat others as you would want to be treated whether it is a person who works for you or a client. Also, never give up!

Q: What is your greatest accomplishment as a businessman? 

I would say my greatest accomplishment is surrounding myself with a team that believes in me as much as I believe in them.

Q: What makes a good CEO?

A good CEO recognizes that all he or she accomplishes is a result and credit to others and not themselves.

Q: The local economy has had its ups and downs. What general advice can you give? 

We will always have cycles in the economy. Be the best you can at what you do and you can weather any storm.

Q: Why is it important to you to also support the community your business is in? 

A business cannot survive without the support of the community. Don’t just take – give back. Always do what you can to make your community a better place.

Q: If you could describe your company in one word, what word would you say? 


Q: What are your future plans for your company? 

We plan to continue to grow as well as continue to provide excellent service to our clients. We also plan to use what we have been blessed with to help others in our community. 

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