Financial Advisor
CurrentI work directly with clients in our Ascend program, which is geared towards young/mid-career professionals and young families. Ascend includes both holistic financial planning and strategic investment management, delivered in a way that is tailored towards younger investors (you can find more info at www.ascendhilltop.com) Over the course of a year, I review a variety of topics with my clients - everything from retirement and college planning to student loan analysis, and insurance and employee benefits reviews. I want to make sure my clients are taking advantage of all the opportunities available to get closer to their goals. I LOVE giving people a sense of confidence about their financial future, allowing them to dream even bigger about the life they want to live.