I have been a financial advisor since 2012.
I entered the financial-services industry because I like helping people achieve their long-term financial goals. Building relationships with my clients and in my community is key.
Not all financial advisors meet face to face with their clients to build strong relationships but I do! I help clients achieve their financial goals by understanding their needs and then recommending and implementing customized solutions to meet those needs. I work on a variety of customized solutions for helping clients prepare for retirement, live in retirement, save for major purchases, fund a child’s or grandchild’s education and transfer assets.