I am a CFP® professional and investment adviser representative that helps clients plan and manage retirement; the before and after.My mission is to provide customer service, an organizational process, and help navigating your financial roadmap.Over the years I've realized most clients need a full-service financial planner. I’ve also realized, most investors struggle to know the questions to ask, to get the answers they need. To help, I spend quality time with clients asking questions and working on an open dialogue. Let's take a moment and think of your career, then imagine someone that just finished school. They may have a great education, but your years of experience remain critical when it comes to making decisions. Now image my value proposition, the access to my knowledge, my skill, my professional information & tools, and my organizational process. This is my career, this is what I do, and I do it everyday.I understand retirees face many important decisions affecting their success. Some of those decisions revolve around investments because growth is the cornerstone to a successful journey but it can’t be your only focus. Think of investing as an arrow in your quiver and when you combine that arrow with a well-designed bow it becomes an even more powerful and accurate arrow.Advisory services are offered by Q2 Wealth Management a Registered Investment Adviser. Insurance products are offered through Q2 Wealth Insurance, an affiliated insurance company. “Likes” are not intended to be endorsements of our firm, our advisers, or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities law. Please we request that you do not post or comment.This platform is solely for informational purposes. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. Advisory services and/or insurance products are only offered to clients or prospective clients where Q2, its affiliates, and/or its representatives are properly licensed or exempt from licensure. Investing always involves risk and possible loss of capital. Past performance is not indicative of future results.