President
CurrentI have a passion for getting to know my clients and their financial and life goals. I work to first understand where they would like to go in terms of investing for their future, planning for their children’s’ education and retirement, and I help them to assess their best options to reach those objectives. I work with people from all income levels because I believe that it’s not where you start but where you finish that counts. I want to educate hard-working people so they know that they don’t have to be millionaires to enjoy financial freedom. My goal is to give hope to those who feel like they’re in hopeless financial situations. I create plans with my clients to help them get out of debt and begin saving and investing. One of the most rewarding parts of my job is to see clients who once felt hopeless gain confidence through the financial planning process. My clients joke that I need a couch in my office because I am more than a financial advisor; I’m a counselor in some ways in that I strive to help clients navigate and succeed through life’s financial obstacles and opportunities.
