MBA, CFBS, RICP®, AIF®, CLTC
Focus Areas: Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, College Funding Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Business Succession Planning, Business Owners, Financial Education, Retirement Strategies, Student Loan Refinancing
Whatever Life Throws at You, We’ll Get Through it Together.
Life is full of unknowns – but you don’t have to go it alone. Whether it’s saving for college, planning your dream wedding, or managing your business, I’m here to help. Let’s work together to create a plan that best fits your unique goals and personal situation.
How I Can Help You
- I can focus on helping you to build and maintain a financial plan. Having an expert in your corner can help you make the best decisions for your personal situation.
- Your financial goals are unique and so is my approach. I work with my clients to develop strategies to help reduce financial risk and build wealth over time. Whether you’re looking for a long-term relationship or have an immediate need, I’m here to help.
- Just as life’s circumstances can change quickly, I’m here to help you adjust your strategy to meet your changing need.
Contact me to schedule a free, no-obligation discovery meeting by phone or video conference. I look forward to speaking with you soon.