CPWA®, C(K)P®, AIF®, CEPA®
Chief Executive Officer, Senior Financial Advisor
Quite simply, helping people. There are four languages that are not taught to everyone in school. Those are the languages of finance, tax, insurance, and legal. In the world of financial planning, we not only speak all four but understand how they all work together. We are extremely passionate about educating our clients. In the end, what brings us joy is counting the number of thank you notes we receive from clients thanking us for providing them with the comfort in knowing they will be okay, the clarity of knowing they have done the right thing, and the confidence to focus freely on what they choose. Thank you notes from clients are one way that I know we are successfully helping them and making a difference in their lives. I have been collecting thank you notes since I was a paperboy in the early 80’s and have boxes full of them.
The people on our team and the clients that we serve. We have been extremely fortunate to pull together an amazing team of people. I feel lucky and blessed to work with each of them every day. In addition, there is not one client that I am not excited to talk to, whether it is about their financial or personal life.
Anything that has to do with helping children and people in need. There were so many people in my life who offered a helping hand, a lift up, an encouraging word, an insightful message, or sage words of advice. I believe everyone needs and deserves the same type of positivity to help them flourish. No one truly is self-made. I love to support organizations and people who spread hope, help, and a belief in oneself that anything is possible.
I love to spend time with my kids Ethan and Ella. I enjoy working on projects around the house, listening to music, reading business-related books, golf, tinkering with cars, and volunteering in the community.
I am a proficient rollerblader, decent ballroom dancer, and I can still pull off a few Michael Jackson dance moves. My favorite arcade game is Galaga, and my favorite cars are the Panoz AIV Roadster, Shelby Cobra, Lotus Emira, and Honda CRX.
Are you ready to experience the Hurlow difference? Schedule a 15 minute no-obligation call with a member of the Hurlow advisory team.