605 E. Huntington
Meet the Team
My reason for becoming a financial professional was based on lived experience. My reasons for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
I am confident that with my understanding of personal finance, coupled with my training and over 10 years experience as financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to the community and believe that Financial Wellness is vital to its ability to flourish.
Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of my process. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.