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Discipline Makes the Difference

How does the motto “Discipline Makes the Difference” inspire your work?

In 1993, while competing at the USA Triathlon National Championship race, I purchased a tee shirt that read “Discipline Makes the Difference.” I’m inspired by the idea that if you are willing to do the right things consistently and unrelentingly, over time you will achieve great rewards. A few years ago I hiked Mt. Kilimanjaro because I am always seeking a challenge. It’s an example that echoes my mission: “At first they’ll ask why you’re doing it. Later, they’ll ask how you did it.”

Whether you’re a CEO, CFO or have your MBA, we want to help you reach your personal summit. In addition to managing your investment portfolio and keeping it current to reflect your personal considerations, our team provides a superior client experience complete with continued education for our clients.