Driven by a relentless passion of helping investors pursue something beyond wealth, I lead a team of professionals who believe our purpose is to fully understand, and then champion our client’s needs, goals, and dreams. Over 25 years of experience has taught me that the path to financial success is led by sound judgment formed by experience, patience, and discipline. I believe that this process validates confidence, allowing investors to look beyond money to the opportunities that wealth allows them to seek and enjoy.
Advisor, educator, author and coach. Learn more: http://LVWAdvisors.com