Broker Check

Target Markets

Like any business, mine cannot be everything to everyone.  I learned that “jack of all trades, master of none” is a recipe for mediocrity in my business.  So, while I’ll work with any good-fit family, I specialize in a few markets. 

Christian Business Owners

This is where I started.  Here’s why…

  •  First, I’d rather do business with a person of faith.  I assumed others would, too.
  •  It’s who I am.  My talents are not mine; they’re His.  Same with my children.   Same with my money.  I am to be a good steward of them all. 
  •  I’ve worked with family businesses since 1995 and have always enjoyed it. 
  •  The business owner’s life is complex and demanding.  This creates an opportunity for me to add tremendous value. 
  •  No one else was doing it.  Over a decade later, that still seems to be the case.  

Private School Families 

People who send their children to private schools are different.  Lord knows, not better, just different.  I understand them because we are one of them.

Providence Academy in Plymouth is where all three of our children have gone to school.  We’ve sacrificed a lot to make that happen, but we believe it’s worth it.

That shared experience, value system, and worldview can be a strong foundation for a client-advisor relationship.  


I’ve never really understood how vulnerable widows were until my dad died.  My mom – be it not for my being a financial professional – would be easy prey for unethical brokers and so-called advisors (like the scribes below).  She trusts everyone.  And, about money, knows little. 

Not all have the patience and gentleness to serve these women well; I do. 

  Beware of the scribes, who like to walk around in long robes, and love greetings in the marketplaces and the best seats in the synagogues and the places of honor at feasts, who devour widows' houses and for a pretense make long prayers…

  ~Luke 20:46-47

High Earners

People with very high incomes have challenges that most people don’t understand, much less appreciate.  The incredibly high demands of their jobs make “doing it yourself” untenable and the Family CFO service quite valuable.