My mission is to enrich clients’ lives through personalized strategies. This includes cultivating meaningful relationships with everyone I serve and partnering with my clients other trusted advisors, including your accountants and attorneys, to deliver truly a holistic service approach. With over 20 years of industry experience, my career began with Edward Jones in 2005 after working at Raymond Ja
mes for two years. I hold General Securities Representatives (Series 7) and Uniform Combined State Law Examination (Series 66) registrations, life insurance and long-term care license as well as the AAMS™, Accredited Asset Management Specialist™, designation. Here are a few of the reasons why my clients come see me; some have never worked with a financial advisor before, while others have for many years but needed a change for different reasons. Knowledge: My responsibility is to know more about investing and managing money than most. I will guide you to better choices than you might make on your own. Advice: I will make suggestions about strategies to implement to help reach your financial goals including retirement, short term or long-term savings, education, estate and legacy considerations. Based on understanding purpose, tolerance for risk and the timeframe for different goals. Evolution: As your life circumstances change, I will help you adjust your financial strategy to fit your current situation. I would love to show you the How; How I learn more about my clients. How I help you manage investments that fit your needs and goals. Please call or email my office to schedule a time.
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