I began my financial services career in 1996 after working 7 years as a CPA for a regional public accounting firm. I became licensed so that I could assist clients in saving for retirement, protect what is important to them and help achieve their financial goals. Besides helping my clients to choose the right investments, my goal is to help clients develop a strong financial game plan through asset allocation, risk management and tax/cost savings. I have access to a range of options that help me serve the investment needs of my clients keeping their goals in the forefront. My mission is to provide clients with peace of mind, knowing they have a financial plan to keep them on track throughout their investment journey. My conviction is to build meaningful relationships based upon trust, integrity and superior client service. My desire is to have a greater impact on my faith, family and community. The ability to give back from the many blessings I have received motivates the work I do. Securities and investment advisory services offered through Woodbury Financial Services, Inc. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
