I find joy in helping my clients live the live they always dreamed. I do this by fully understanding their personal and financial goals, giving unbiased advice, utilizing suitable investments, and by offering unparalleled service in a comprehensive and timely fashion.Our practice focuses on Transition Planning, such as entering retirement, addressing the impact of a job change, financially surviving a divorce or loss of a loved one, effectively managing the sale of a business, or life events such as a marriage or birth of a child. We create the road maps to help clients reach their financial objectives.Disclosures:Check out our website to learn more about me and our practice.Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and ABLE Financial Group are unaffiliated entities. Our Advisors are Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA HI, ID, IA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY. Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, CT, DC, FL, GA HI, ID, IA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY.States PCS does not offer tax or legal advice, always consult a licensed professional for guidance on such matters. ABLE Financial Group is a registered investment adviser. Advisory services are only offered to clients or prospective clients where ABLE Financial Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ABLE Financial Group unless a client service agreement is in place.A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: FINRA (www.finra.org), SIPC (www.sipc.org)
Listed skills include Customer Service, Leadership, Microsoft Excel, and Sales.