Mission Statement: To empower my clients by providing disciplined guidance, appropriate choices and excellent service, while assisting them in meeting all their personal and financial services goals. Vision: To excel professionally as I assist my clients in the protection and growth of their wealth, formulation of their plans for the future, and the timely and accurate execution of those plans. Guiding Principles I will be honest in all my dealings with family, clients and business partners. I will conduct my business in an ethical manner, following the guidance of The Ten Commandants and The Golden Rule. I will focus on the needs of my clients and provide fair and unbiased advice. I will pursue knowledge for self improvement and to better serve my clients. I will treat every person with respect, dignity, and compassion. I will give back to my church, my community and my industry.