BERKSHIRE INVESTMENT GROUP - Key Persons
Job Titles:
- LPL Financial Advisor / Education
"Trust and confidence are the foundation of my financial advisory practice. As such, my focus is directed at building and preserving client wealth, while staying committed to the fundamentals of investing."
"Four key principles guide the way I work with my clients: understanding, communication, objectivity, and integrity."
"It all comes down to sincerity and pride. The only way to gain a client's trust is to convey the feeling that you truly care about them and are doing your very best."
"I believe in creating the most appropriate financial plan for clients by determining their short and long term goals, wants, needs, and ambitions. Personalized financial advice can only be provided after discovering the client's background, investment knowledge, risk tolerance, and lifestyle goals and preferences. That enables a financial plan to be truly tailored to their needs."