I believe that a financial advisor is more than a provider of investment products. Over the course of my career, I have learned these lessons personally. I began my career in restaurant management the way many young professionals do – with little thought for the future impact of current debt or lack of savings. Through strong mentors and advisors early in my career, I developed my own portfolio based on the principles of saving and investing for the future. It’s why I became and why I love being a financial advisor. I see my job as helping my clients to cut through the fog and successfully map their own financial futures. As an advisor, I provide a full complement of services to individuals, companies and organizations, including:• Portfolio Reviews• Tax-Advantaged Investment and Accounts• Personalized Retirement Planning• Business Retirement Plans• Life Insurance I enjoy helping others learn about these topics and regularly provide programs, seminars and speaking engagements to civic, community and business groups.