We support our investment advice by providing holistic wealth planning to the clients with whom Entrust partners.
As a child I was fascinated by the parable of the talents: the idea that skills and/or money could be put to work to generate results that multiply exponentially over time. In other words, skills and money are resources that may continue to grow, rather than inevitably diminish. This fascination led me to two careers, first in education and second, in the world of finance.
When I began my first career—a twenty-year career of teaching music for the School District of Philadelphia in a poverty-stricken area of the city—I entered the world of education, of individual skill-development intended for a return on investment (ROI) for students that would be life-long and potentially transform their life experience.