As a CFP®, I work with young professionals, entrepreneurs, professionals approaching retirement and experiencing significant life changes. Despite the differing backgrounds of my clients, one attribute they have in common is a serious desire to address issues relevant to pursuing their continued success! I feel that my degree in business and economics, expertise of the financial services industry and experiences associated with professional athletics helps in building a solid relationship with my clients so together we can develop a targeted plan that will put them on a desirable financial path! If you would like to address issues relevant to pursuing your continued success, I would gladly accept your invitation to connect. I would enjoy serving you through my network as well!Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section. Investment advice offered through Jacobi Capital Management LLC, a Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.