Upon completing my psychology degree in 1987, my girlfriend's father recruited me into the financial service industry. (Today - same girl and same industry.)

FirsTrust was created for advisors who want to serve their clients' best interests - where the scope of their advice is never dictated by a Wall Street profit agenda and their paycheck is never dependent upon product sales.

By refusing to accept commissions or marketing incentives, our objectivity remains uncompromised. By remaining independent from any Wall Street profit agenda, our client loyalties remain undivided.

The financial service industry taught me sales and marketing. My graduate certificate in finance, the CFP® curriculum, and my law degree taught me how to apply real-world knowledge to truly serve clients rather than sell to them.

I've always been an outspoken advocate for fairness and transparency. I believe advisors should focus on removing conflicts, not just talking about them, so clients can trust their guidance fully.

Each client's situation is unique, and there are literally countless ways to customize solutions that can shelter assets from taxes, risks and creditors for multiple generations.

I recruit the right people. Which isn't easy because the vast majority of financial advisors make a lot more money by charging fees and accepting third party marketing incentives, sales commissions, gifts, gratuities, kick-backs and all-expense-paid "conferences" in Vegas.

Implementing a complex estate tax strategy and showing the client how our services will save them ten times more than they'll ever pay us in fees.