As a Wealth Management Advisor it is my role to share innovative ideas and professional direction to help clients accomplish their objectives and realize their vision.Our team provides expert guidance for generational financial security; this always means something different to every retiree, entrepreneur, medical professional and family I meet. That guidance centers around our core values of fiduciary responsibility, stewardship and transparency.Our work involves identifying potential blind spots and untapped opportunities. First we review what's most important to the client.....their vision for the future. We then prepare a financial plan that includes various strategies to help make their goals a reality. From there we monitor progress and make adjustments as needed.We look forward to connecting with you.

As a Financial Advisor I worked with clients to develop a comprehensive plan around their vision and goals, helping them live life by design and not default. That plan involved balancing the areas of cash flow management, risk management, tax considerations, investing strategies and estate planning.We first reviewed what's most important to the client and then focused on solutions that could help make their goals a reality. We educated clients on prudent strategies and then recommended products and/or vehicles to solve their insurance and investments needs.

As a Financial Analyst my role centered on the finance and accounting functions within a bank, including:-Managing correspondent bank accounts to determine daily funding needs-Determining eligible collateral for Federal Home Loan Bank borrowing-Generating Asset-Liability Committee reports that illustrated exposure to risk in interest rate movements-Initiating funds transfers and conducting other financial transactions with correspondent relationships -Reconciling general ledger accounts for two banks with assets totaling $800 million