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