IntroductionAbout me and Assetio

Trust begins with a man.

Your decisions, family and work are behind the financial plan. I want to know their story, not just the numbers in the contracts.

About me

I believe in a business built on value.

I've been doing financial advice for over 13 years since the beginning with clear intent to do it in another way. I'm not just chasing the result. I want to be the guy who covers his clients' back.

I am a shareholder of ASSETIO Management and my own creative agency. I therefore understand not only finance, but also what it means to build a company and brand.

I'm more interested in a person's story than their portfolio of contracts.
  • 01

    Honesty

    I say things on the plane, but with respect.

  • 02

    Empathy

    I'm more interested in a person's story than their portfolio of contracts.

  • 03

    Long-term

    I'm not looking for a one-time deal, I'm looking for a relationship with an overpass.

  • 04

    Draw on goal

    If I say I'm gonna make something, I'm gonna do it.

  • 05

    Sharing

    What she taught me, praxe, I pass on to the remote.

Component of the Assetio group

I don't work alone. I'm backed up by a group.

Assetio is a financial group that has been on the market for more than 20 years. It combines two generations of advisers who have been stable in the birth of the field, and younger ones who bring digital tools and modern communications.

I'm her shareholder, so I'm not just a service provider for the quality of the group I carry personal responsibility.

Investments

Long-term strategies for asset growth, regular investment, reserve creation and pension protection.

Insurance

Protection of health, property and responsibility for individuals, families and companies.

Reality

He owns the real estate division from the sale and selection of the property to its financing and insurance.

20+ let
on the financial market
130
advisers in the group
11+ let
average practice of the consultant

What I often think about

Insights from practice

All observations from practice →

Let's get to know each other personally.

You don't have to have everything ready. We'll start with what you're dealing with.

Book a consultation

First meeting free and free.