When I was a kid, my dad opened an investment account for me. I didn’t really understand the value then, but at his recommendation, I put a little of the money I received every birthday or Christmas into the account. He told me I would thank myself in the future, and he was right, but in so many other ways than even he anticipated.Now that I’m a financial advisor, I have the opportunity to help others see the same potential in planning for their futures that my father showed to me. Whether my clients are business owners, retirees, parents saving for college or just individuals looking for a little guidance, it’s my job to sit down with them and understand their goals and who they are as individuals before building a strategy that’s specific to them.Through this process, my clients become like family to me, and I check in regularly to make sure that they’re on track to achieving their financial goals. Investing can be emotional, so it’s important that our relationship is firmly rooted in trust. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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. 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.