We know there are many other advisors you could work with, but I believe what we’re doing at Alere and what we stand for is truly different. After two plus decades advancing in a successful corporate career with many different financial companies, I came to realize that my heart was not in it. In fact, my passion was with directly serving people with their personal financial situation. I realized that I had accumulated a unique set of experiences that, when combined with my interpersonal skills, financial acumen and natural strategic thinking, uniquely positioned me to be a caring and skilled trusted advisor.
Over ten years ago I became an independent financial advisor. I purposefully chose to be independent after witnessing firsthand the inner workings of many aspects of the financial industry and how it’s actions rarely put clients best interests first. It was clear that the independent business model is a superior design that minimizes conflicts of interest and positions us to act in a fiduciary capacity. We believe that trust and stewardship, not marketing and salesmanship, are the “true north” principles of building long-term advisory relationships.
Alere is dedicated to helping clients pursue the best life possible with the resources they have.