I have been an independent financial advisor at Private Advisor Group since 2012. I have a strong belief in the importance of understanding each client’s unique situation and take a holistic approach to financial planning. This approach addresses a client's overall financial picture and includes helping clients organize their personal finances, plan for retirement as well as more immediate goals such as education funding, managing risk through insurance, and addressing the inevitable twists and turns of charting a financial course. When working with clients, I focus on clear and concise communication to establish a mutual understanding of all decisions and strategies throughout the process. This approach ensures clients receive a comprehensive plan to assist them in aiming to reaching their financial goals.I graduated from the University of Vermont with a BA in History and a minor concentration in Economics. My FINRA Series 7 and Series 24 are held through LPL Financial and Series 66 registrations is held through Private Advisor Group. I am licensed in life, health, and long-term care insurance.Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to contact info section. Investment advice offered through Private Advisor Group, a registered investment advisor and a separate entity 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 completenessThe LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, IN, MA, MD, MI, NC, NE, NJ, NY, OK, PA, SC, TX, VA, WI