The financial world can be a complex and confusing marketplace of ideas and instruments. As a financial planner, my passion is in helping clients cut through the noise to achieve financial freedom. Freedom through clarifying their goals, coordinating their financial ecosystem, and proactively communicating needed corrective actions.Services and products offered:• Financial Planning• Investment Advice• Values Based Investing• Managed Accounts• Life Insurance• Alternative Investments• Mutual Funds/ETF• Qualified Retirement Plans• Long-Term Care Insurance• Disability Income Insurance• Estate Conservation Strategies**• IRA Consolidation/Rollovers• Executive Benefits• Pension Transfer/RolloversI am licensed to sell insurance in MT, NC, SC, TX, WA, VA. I am licensed to sell securities in AZ, CO, CA, MA, MT, TN, VA, WY, FL, TX, WA. I am a registered representative of and offer securities and investment advisory services and approved to conduct fee based financial planning advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane, Suite 250 Austin, Texas 78746. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.