I believe it is possible to do well and to do good with your investment portfolio and financial plan. My passion is to empower generous people to enjoy life with open hands and impact the ones they care about; helping them to invest with purpose, live with significance, and give with intention.I am the founder and managing partner of WaterRock Financial, a boutique wealth management firm. I have over two decades of personal financial planning experience, and have dedicated my educational background to investment, planning, insurance, and charitable expertise with a Biblical perspective of how these financial topics all tie together. Throughout my career, I have had the honor of advising many different individuals, couples, and multi-generational families all with diverse personal financial situations. Like many wealth management firms, WaterRock strives to provide our clients with professional advice on investment management, financial planning, retirement issues, insurance strategies, estate topics, etc. This does not make our firm unique, however, because there are many good financial firms you can hire. What sets us apart is that we help coordinate our clients’ charitable aspirations to more effectively manage their assets, integrate their financial planning decisions, impact future generations, and ultimately live life with significance and not just success. Disclosures:Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Investments, Strategic Financial Planning, Estate Planning, Asset Allocation, and 9 others.
