We have been working as an investment team for more since 2010. Our investment experience includes a strong background in banking having both worked at several area banks. This experience and training is very helpful when working with investors who want to protect and grow their money. We are proud to have also returned to our banking roots as we are the only financial services representatives contracted by Commstar Credit Union in Lorain County to help Commstar members with their investment and insurance goals and needs*.
Our team approach leads us to work together on 99% or more of our appointments. “Most folks choose to work with both of us as two heads are better than one, but some prefer a male or female so we have that easily covered as well.” We believe in a high service model and use our cell phones to communicate with our clients and we are happy to meet at our office in Avon, the client's home, or a local library or restaurant.
We take pride in building long lasting relationships and helping clients with a very important part of their finances that can be worrisome and hard to understand. Over the years, we have learned that the “understanding” piece is something that is ultra-important. Educating prospects and clients is one of the pillars of our practice. “This is such an important foundation to a long lasting and two-way relationship.” So, in summary, we take the time to educate our clients and allow them to make these important decisions at their own pace with our counsel.
We value, respect and really like our clients ! And with that in mind, we invite them to client appreciation events throughout the year. At one of our recent events about 60 clients and some of their friends came out to Quaker Steak and Lube for some good times, good food, and a market update from one of our industry experts who joined the fun.
*Commstar Credit Union is independent of and not affiliated with LPL.