As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by focusing on:
Comprehensive financial planning
Investment strategies
Retirement income planning
Education funding solutions
Asset allocation and management
Insurance solutions and risk management
I partner with clients to set specific and meaningful goals that are aligned with their values, provide them with a comprehensive, personalized plan for effectively pursuing their goals, encourage and motivate them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan, and make strategic adjustments in their plan as their circumstances and goals evolve over time
I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages.
