Building Close Relationships with Clients
Since 1991, I have been helping individuals, families, women, and small business owners define and pursue their financial goals. Having grown up outside of the financial industry, I have experienced firsthand how daunting it can be to manage your personal finances. My goal is to help you better understand your investment opportunities and develop a strategy for your financial future.
I have always enjoyed working with people and, after several years of working in sales and accounting, I transitioned to become an independent financial professional as a way to combine my service-oriented nature and investment knowledge to help others. Today, more than two decades later, I take pride in knowing that I have helped so many people pursue their financial dreams.
From the moment I first meet with a client, I strive to create a trusting and valuable long-term relationship, explaining financial concepts in a way that is easy to understand and encouraging open communication. Combining my desire to provide personal service and my passion for financial planning, my goal is to develop a customized investment portfolio and financial strategies in which you feel confident and comfortable.
Whether you are preparing for retirement or are in the early stages of investing, I welcome the opportunity to review your portfolio and help you determine if you are moving toward your financial goals.