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 rewarding opportunity to make a real difference in the lives of the people I work with. I seek to form trusting, lasting relationships with each
individual and family I serve while acting as their personal financial coach by:
1. Providing them with a comprehensive, personalized plan for effectively pursuing their goals;
3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan; and
4. Making strategic adjustments in their plan as their circumstances and goals evolve over time
I donโt 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 clientsโ 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. Please view them here: https://www.firstcommand.com/social-media-guidelines/
