As a Financial Advisor with MBC Financial Services, I enjoy working with individuals, families, and business owners on their financial planning needs. I am an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ which means I have rigorously committed to holding some of the highest financial service designations in order to bring our clients the very best guidance toward their financial security. At MBC Financial Services, we use a four-step approach in working with our clients to understand complex financial issues, as well as how they affect life goals. Whether a client is working to achieve financial success or protect/preserve assets over the long-term, we can meet a client where they are on the journey and be a shepherd along the way.
Listed skills include Certified Financial Planner, Financial Planning, Strategic Planning, Public Speaking, and 9 others.