We hope to have our practice share his strong character traits:
- Loyal (he was a best friend willing to share an adventure and would work hard to earn your respect)
- Attentive (he was tuned in to his surroundings)
- Intelligent (he has proven that dogs can be smarter than humans, and more tolerant of our shortcomings)
- Bold (he worked with energy and desire)
- Strong (pound for pound, one of the best athletes on the planet)
- Friendly (he never met a stranger)
His picture hangs in our office and we invite you in to take a look.
If we can provide you with friendly, loyal, attentive service, supported by the thoughtful judgment needed to act with clarity and confidence as you pursue your financial goals, we believe we can offer a high level of professional wealth management for the assets you entrust to us. We look forward to seeing you. Stop by and see the picture of our namesake!

