As managing partner of Capital Wealth Management Group, I have worked in the financial industry for over 25 years. Starting my career in the banking industry, I quickly realized the importance of balancing economy-driven forces with sound investment options. I continued to develop my skills working as an Auditor in the insurance arena as well as Relationship Management with some of the largest US and International Financial Institutions. I traveled across the United States working with my clients, developing, implementing and servicing programs and building relationships that continue even now. I also worked in the international arena helping financial institutions like the Royal Bank of Scotland and Allied Irish Bank convert from their national currency to the Euro.
My interest has always been in the investment planning process. This interest turned into a passion that led to a career in the financial services industry. I began working with clients and listening to their investment concerns. Client after client expressed frustration over confusing options, whether it was preparing for child's education or developing a retirement plan. In response to these concerns, I began developing a plan to walk clients through the investment process. By breaking down all of the options into manageable parts, I am able to explain each option and help implement clearly definable goals and a financial roadmap to work toward obtaining them. In doing so, the client is able to make confident and informed decisions.
My business is structured knowing that the reality of today's investing must be adaptable to change and balance current needs and risks with the client's future needs. Any investment made today must be adaptable to the changing world in which we live. While the future may bring uncertainty, your investment plan should not.