MY STYLE AND APPROACH
I am very candid and consistent with my clients in all areas including - what I am going to do for them, how I am going to do it, what I expect of them, and how I will be paid.
Most often, the client does not exactly know what services they need - so I serve as a problem solver for them.
My style and approach differs greatly from many of my CPA and financial advisor colleagues, primarily because I am not a salesperson.
Instead, I view myself as a consultant with a teacher's heart. Not only do I want to help my clients with their financial service needs, I want them to understand what we are doing and, most importantly, why.
I am extremely honest in my consulting as I do not always tell clients what they want to hear about their finances. I feel that by not being honest, I am giving the client false hope that things are better than they actually are.
Clients need to hear my professional opinion including "the good, the bad and the ugly." Our series of processes have enabled us to work closely with our clients and build an understanding of how we can help our clients achieve their financial goals.
Education: University of Tennessee, Knoxville
