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About Me

Shoulder to Shoulder, Working Toward Your Financial Goals

You may often find yourself thinking about your financial goals. You may wonder, “How much will I need to reach them?” “How much should I be saving?” “Am I on track to reach a comfortable retirement?” These are challenging questions, but they’re ones I can help you answer.

Together we can develop a personalized analysis with realistic steps to help you move toward your objectives, while keeping you in financial control along the way.

A Bit About Me

A Bit About Me

I have more than 20 years of financial services experience, so I can help you develop and implement holistic financial solutions. Specifically, I can:

  • Help you review your plans for the future and compare them to how (and how much) you save
  • Design a financial analysis and help you follow it
  • Create action steps based on your personal goals
  • Provide ongoing assistance to help you work toward pursuing your goals
  • Help you develop a budget for today's expenses and for living in retirement
  • Employee Benefits/Qualified Retirement Plan Analysis, Construction & Implementation
  • Employee Education
  • Insurance
  • Life, LTC, Health, S/T & L/T Disability; Voluntary Group Benefits


Beyond financial planning solutions, I strive to create and maintain a streamlined client experience throughout your time with me. In order to uphold this promise, there are five core values I incorporate into everything I do to help ensure every client receives the highest level of care and attention.

No problem too small, I am always just a phone call or email away. My goal first and foremost is to provide you with the financial confidence needed for the path that lies ahead so every step you take can bring you closer to where you want to be.

THE PRINCIPLES THAT SERVE AS MY CORNERSTONES

Accountabilty

The financial industry can be filled with empty promises. My mission is to change the conversation by not just saying what I'm going to do, but also doing what I say. Similarly, I will hold you accountable to follow recommendations and implement strategy so your money and time are not wasted.

Transparency

From financial planning fees to honest opinions, I am an open book when it comes to your concerns and questions. I take wealth management very seriously; with this responsibility comes a need for complete transparency into who I am, what I believe and how I can best serve your needs.

Honesty

I pride myself on telling you what you need to hear — not what you want to hear. This means no sugarcoating. No secrets. And never anything but the absolute truth because you deserve open and honest communication about the causes and implications of your financial decisions.

Respect

Even if you pick the option that I recommend the least, I will always stand by your decisions and values. There is always more than one way to achieve the same goal, and I want to make sure the path you take is what you want, not what I prefer. Your dreams and desires will always be my number one priority.

Trust

Before I dive deep into the details, I want to make sure we foster a mutually beneficial relationship where both sides are confident in the other’s actions and beliefs. My prior experiences guide everything I do, and I hope that from the very beginning, you’ll feel secure and in smart, capable hands.

No matter what stage of life you find yourself in, you’re never too young or old to prepare for your financial future. Call me or fill out the form below to get the conversation started.

Start The Conversation Today

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