Statement to Clients

When working with my clients, I focus on their individual needs. By working together through trust, we are able to find a solution that will be best suited to help them accomplish their unique financial goals, needs and life’s ambitions.

My approach is not about fads or trends, but about building a strategy that meets not only their short term, but also the long term needs for their future. I am honored to have the opportunity to be your trusted advisor and together we walk side be side working toward fulfilling your financial goals and lifelong dreams.
Outside of work, I am an advocate for promoting happy, healthy, and efficient methods of consumption habits to ensure continued quality of life for not only the present, but for future generations. Much of what I do in this area is reflected in my relationship with clients and the way I operate my practice.
RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time.
It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.

Background Information