Wealth Advisor
CurrentI help plan sponsors ensure their company retirement plan is working for them. I ensure that each fiduciary of the plan understands their role and are fulfilling their duties. I also help participants ensure they are retirement ready by meeting with them and answering any questions regarding their plan and plan investments they may have. I also work with individuals to ensure that their financial goals are met. I want people to live their best life. Often time financial topics are a source of stress, I help to alleviate that stress for each client. This way, they can focus on dreaming and doing. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • 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.
