I am a CERTIFIED FINANCIAL PLANNER™ practitioner with a passion in helping clients pursue financial freedom. I am different from other financial advisors because of my life experiences, passion for my clients well-being, holistic approach and most of all, I listen. My personal experiences and values enable me to understand and relate to clients on where they are now, help them develop a vision of where they want to be, and create strategies for the future.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.