With over two decades of experience in the financial services industry, I have navigated through a variety of challenging and volatile markets. This extensive background has equipped me with valuable insights and perspectives on how to best guide our clients in all market conditions. I bring a wealth of knowledge and expertise to my role as Branch Manager and Wealth Advisor.
I began my career in 2004 as a Financial Advisor, quickly establishing myself as a dedicated professional with a passion for helping clients succeed. I later transitioned to an independent advisor role after serving as a bank Branch Manager. This role further honed my leadership skills and deepened my industry knowledge. Throughout my tenure, I have remained steadfast in my commitment to providing comprehensive guidance and solutions to individuals and families, helping them achieve the freedom to live their best lives now and into the future.
Outside of my professional life, I am actively involved in community engagements and church service. I cherish time spent with my family, whether we are exploring the outdoors, enjoying movie nights, or cheering on our favorite sports teams.
Together, let's embark on a journey towards financial independence and fulfillment.