MY WHY:
I truly believe financial planning has the power to transform peoples’ lives. Financial planning is the proactive tool that I use to help people improve their financial well-being.
Improving our finances generally gives us more choices. The more intentional you are about the financial choices you make, the more satisfied you will be with the results.
WHAT WE DO?
As a provider of comprehensive financial advice, we help executives, professionals and business owners in the ongoing process of financial planning; clarifying their financial objectives, assessing their alternatives, taking action and monitoring results.
MY PASSION:
My primary focus as a financial planner is to improve the quality of my clients’ lives by helping them make better decision about their money. I truly have a passion for my profession and helping people achieve their financial goals.
WE'RE DIFFERENT:
- Purpose–we’re focused on our clients’ best interest. We will always treat our clients’ money as we would our own.
- Service – we are by choice a small firm. For this reason, we have the capacity to begin relationships with a very limited number of clients each year. Allowing us to take care of our clients and provide personalized service to each one of them.
- Independence – while we have strategic partnerships with some of the largest financial institutions in the world. We work for our clients – period.
MY CREDENTIALS:
I hold the following licenses: Series 6 (Investment Company and Variable Contracts Exam), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), Life/Disability Insurance and earned my Certified Financial Planner™ (CFP®) designation through the College for Financial Planning.
MY COMMUNITY:
As an associate of Southwestern Field Herping, I am passionate about the environment and teaching kids and adults about caring for the environment.