Prior to joining Vantage Financial group in October, 1993 I spent 10 years in banking. As an adviser I work with professionals, pre-retirees, and retirees to help create actionable goals, and develop strategies to work towards their financial objectives - i.e., assist them with crafting a road map to help pursue their lifetime financial goals."My philosophies are simple. My role is to help clients identify financial priorities, assist in setting realistic goals, and provide ongoing advice and counsel. Ultimately, it is my responsibility to see that those goals are met and as a partner and adviser to help my clients grow and prosper".Specialties: Investment management, retirement income planning, liability advice, insurance and estate planning, wealth creation/protection.
Listed skills include Investments, Financial Planners, Finance, Retirement Planning, and 7 others.