I am married with children. I am very active in the community with coaching various sports and working with different charities. I like competing in triathlons and running.
About My Company
Advocate Investing was founded in 2005. We view our relationship with our clients as a partnership to help them better understand their investments and financial plan. We use the most cutting edge technology and best investment research to achieve these goals.
My Ideal Client
Someone who has at least $1 million in investable assets who wants to partner with someone for the long term. Someone who appreciates having a full time advocate who can help with difficult decisions.
Current Clients Include:
High Net Worth Individuals, Business Owners
What Do You Need Help With Right Now?
I work with all the CAN members actively.
CAN Member Perk
Free website to help them track expenses, better understand their finances and auto send alerts for things like low cash balances, high credit card balance, etc.