HOW DO YOU PLAY THE ROLE OF HELPING CLIENTS?
Helping my clients plan for their future by providing comprehensive financial planning and independent investment advice. I value my client relationships, listening to their needs and wants, helping them see the bigger picture, and providing a proactive approach in wealth management.
WHAT DRIVES YOU?
Being a financial planner is both exciting and fulfilling. In a constantly changing world, I get to use my skills and knowledge to help those achieve their objectives and goals like funding a child’s education, paying off debts, or traveling the world.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
In my spare time I love taking my little French Bull Dog to the park, lifting weights, charting a short boating trip, playing softball, and being a horrible golfer but excelling at lazy sunny vacations and new skiing destinations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.