Who I Am
The financial services industry is rapidly changing. With thousands of available products and services designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns and no two clients should have the same solution.
I tailor my strategies to address the needs of each client. Through a holistic approach that addresses a client’s entire financial picture, my goal is to guide clients through the many financial milestones in life, from saving for a child’s college tuition to building wealth to living in retirement. With the support of LPL Financial, I have access to a wide range of resources, tools, and research in order to provide clients with the latest market updates and investment opportunities.
Beyond a financial roadmap, I offer ongoing education and advice, and I understand how complicated and confusing the world of finance and investing can be for many people. With more than 12 years of industry experience, I have the knowledge and experience to help navigate clients through the complexities of the markets. Passionate about serving as an advisor clients can trust, I seek to build long-term relationships with clients and provide answers to financial questions or concerns they may have.