There are plenty of financial advisors who can help you pick a portfolio and organize your finances so what makes me different?οΏ½
My number one goal is to be a resource for my community. I'm looking to lift up and support our community with everything our office does. Whether it's connecting new people to organizations and activities, recommending places to visit, or supporting some of our local non-profits we are always trying to be the connection for our neighbors and our region. Helping other people prepare to have the option of walking away from their job is something I truly love doing. Each day is a new adventure as I meet and have conversations with interesting people from all walks of life. As we talk, I get to know what is important to them and when they're ready we begin working together to evaluate their situation. Using an established and proven process, we partner to develop a personalized set of strategies to work towards their personal goals. Together, we troubleshoot any obstacles or challenges, and look for gaps in the plan to keep them on track over time to achieve their goals. Our core clients tend to be busy professionals who want to retire in the next 5 to 15 years and are seeking a less stressful way of monitoring and updating their plans and investments. These individuals are the most likely to be seeking professional guidance. In addition, they still have time to confirm they are on track, look for problems, and make adjustments when needed. Others who typically benefit from a consultation with our office include people who:
β’ Recently changed jobs
β’ Relocated to the area
β’ Divorced
β’ Experienced a death in the family
As a lifelong geek I've always followed my own path. That's why I don't limit who I want to work with. So many people feel a sense of stress and anxiety when it comes to financial matters and we want to help everyone be confident with their decisions. As a result, I've built a reputation as someone who genuinely cares about his community and wants to help people get organized. That's why we donate time, energy, and money to make it a better place to live. A few highlights of the past year include:
- Offering Financial Literacy classes and content to area high schools and adults
- Chairperson for the Walk to Make Alzheimer's a Memory
- Organize the Annual Santa Paws Donation Event for the Animal ShelterοΏ½οΏ½
- Serve on the Board of the DEI Alliance of NE Tennessee and SW Virginia
- Sponsor the HBCU College Expo for High School Seniors
- Sponsor multiple cultural festivals including UMOJA, Rainbow Festival, and TriPRIDE οΏ½
The list goes on and on, but don't take my word for it, ask around and see what people say about me. When you're ready to choose a financial advisor let's meet for coffee or lunch and see if I'm the right fit for you.
