For over a decade, I have worked with growing families to plan, save and pursue their goals.
I started my professional career working with homeowners to purchase and refinance their homes. I also helped come up with plans to help pay off debt and put clients in a position where they were able to save. It was at this point, that I realized I could only help on side of the fence. I wanted to be able to help people go from overcoming debt to becoming financially focused.
I was then offered an opportunity to work for a regional bank and build onto my background in lending while gaining my investments and insurance licenses. It was a great experience and I learned a lot. However, I knew that the corporate culture was not for me. I wanted to build my own business by helping others get what they want.
10 years ago, I was then offered the ability to utilize my experience to help people while growing personally and professionally as an Investment Adviser. I am able to use all of the skills I have gained over the years to make sure all of the financial pieces are working together for my clients and most importantly, having a plan.
Some of the major topics I help with:
- Retirement Planning
- Social Security Planning
- Pension Planning
- Tax-Advantaged Investing
- Real Estate Considerations
- Life Insurance
- Education Planning
- Debt Repayment
- Transferring Wealth
Let me put my experience to work to help you pursue your goals. I would be happy to have a conversation to see how I can deliver for you.