Financial Advisor At Rjfs, Addison Avenue Investment Services
CurrentSince 2008, I have been helping families and individuals achieve their short-term and long-term financial goals by taking the time to listen and understand what is important to them. I truly believe there is no, "one-size fits all" answer – just the right answer for you.Currently, I help a majority of my clients navigate the following:1) Employee Benefits, including but not limited to Stock Plan Awards, Employee Stock Purchase Plans, 401(k) allocations/contributions, life/disability insurance, and Health Savings Accounts2) Diversifying high concentrations of stock 3) Investing for long termI am passionate about providing financial guidance through every life stage. Whether it be the beginning stages of planning for a first-time home purchase, determining how much to contribute to your 401(k), or establishing a retirement plan; I provide each client with full analysis recommendations to help make your goals a reality.Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
