Committed to providing my clients impeccable service and educated advice, I work hard to offer unique benefits to my clients, including:
As an independent financial professional, I put my client’s needs first and only offer services and solutions I believe align with their unique goals and situation. With the support of my broker dealer Investacorp, I have access to a wide range of investment solutions and a team of professionals. Together, our goal is to build long-term client relationships and maintain a commitment of excellence.
An Accounting Background
With a background in accounting, I understand how taxes can affect one’s financial strategy. Marrying tax planning and wealth management, I look for opportunities to mitigate taxes and help clients make the most of their investments.
I have more than 27 years of experience in the financial services industry and am committed to staying abreast of the latest in innovative solutions and market changes. Using my knowledge and experience, I can explain complicated concepts or strategies that may help clients better understand their investments and opportunities.
I believe that building trust and loyalty are the cornerstones of my success. I am committed to building long-term relationships with clients and strive to work with them as they advance in their careers, start families, and prepare for retirement. My goal is to serve as a resource for my clients, offering frequent communication to clients.
Rather than rely on one solution or model portfolio, I customize each strategy based on my clients’ individual needs. I review clients’ current financial situations to determine if their goals are attainable and realistic. I offer feedback on challenges and detailed recommendations to help clients get on track and pursue their goals. Once a strategy is in place, I continue to monitor progress and offer assistance as needed. My goal is to help clients prepare for the future, from evaluating life insurance options to retirement planning.