Zeroing-in on Clients’ Individual Needs

“My job is to understand my clients, determine their needs and make a comprehensive financial plan come together for them,” says Victoria Derby Breen, Registered Investment Advisor and President of Derby & Derby of Ojai. “Every plan is individually tailored. There is no cookie-cutter, formula approach because everybody’s needs are different.”

After she decided to call in Dave Lawrence of Smart Technology Enablers for an overall assessment of her company’s computer systems, Ms. Breen was pleased to learn that Enablers has the same basic business philosophy.