Advisory Panel 2009

I would like to get together with a few good clients who would be willing to provide feedback on the services, communication, style, etc. of how I run my practice.  This would be considered an advisory panel intended to help keep my services in line with what is needed.  In return, I will provide you with Hors d’œuvres and your favorite drinks.  The overall objective of this panel is to expand my practice with high quality clients seeking one-on-one financial planning and investment management.  If you know someone of this caliber, I would be greatly appreciative to meet them.  I’m tentatively planning for something in early December—most likely a Thursday night at a nice restaurant.

Please call or email me if you are interested in participating.

On a side note, the market is still up more than 55% from the March 9, 2009 low.  I hope you see how your perseverance paid off by not unloading your equity positions at the darkest moment!