I started with Osaic FA (formerly known as Lincoln Financial Advisors) in 2016, working first in the intern development program, then graduating to become a financial planner. The core of my planning philosophy is to bring comprehensive planning solutions while abiding by the fiduciary standard, meaning always doing what is in your best interest. The planning process takes the time to uncover what your objectives are, not what I believe they should be. This means working with you and your family on more than investment advisory services such coordinating factors from other parts of your life like retirement planning, college funding planning, risk management, estate planning, cash flow management, and achieving short and long-term goals. I believe everyone has their own story to tell. Not just where they’ve been, but where they want to go. My goal is to create a financial plan that incorporates both.