Introductions and Referrals


Hello Friends,

You have probably noticed that I don’t often ask for introductions: That’s because I never want to make you feel obligated, put you on the spot, or make you feel uncomfortable.

At the same time, given all of the turmoil over the last several years, I see some things that concern me. I see financial advisors getting paid commissions upfront and then not monitoring investments or not getting together for annual strategic planning sessions. I see other advisors not acting as a liaison with other professionals, such as tax preparers and estate planning attorneys. I see new clients not understanding what their previous costs for investing were.

For these reasons, if there is anyone that you care about, that could benefit from a complimentary second set of eyes, I would be glad to help them. Thank you in advance.

To your success,





If you know anybody who this message might bring value to, please share my information with them, or share their information with me: (608) 758-2222 ,