In the financial services world, we talk a lot about performance. My clients rightly expect me to do everything in my power to ensure that I’m giving quality investment advice, and I am absolutely committed to serving them to the best of my ability. Yet true performance is about more than just investment results.
Because I am a Christian financial planner, I believe that my ultimate performance review will come at the end of my life when I meet God face-to-face. In that moment, I will give an account of what I did during my lifetime and my highest desire is to hear Him say, “Well done, faithful servant” (Luke 19:17). Because of this belief, I am committed to conducting business with honesty and integrity.
I deeply appreciate the trust and confidence my clients place in me, especially during tumultuous markets and uncertain economic times. My team and I are committed to continually earning that trust through an ongoing demonstration of both competence and integrity.