Professional
“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry
While the process of integrating a purposeful, holistic wealth management strategy into your full lifestyle often seems daunting at first, in reality, setting and accomplishing your long-term financial goals can be a seamless transition when supplemented with an active, efficiently managed plan designed by our team.
My priority as a CERTIFIED FINANCIAL PLANNER™ professional is to engage with every client on a personal level, setting aside ample time for us to initiate authentic, courageous conversations that will act as a compass for navigating our future endeavors together. I translate this open style of communication into cultivating beneficial, proactive partnerships with other professionals and specialists, both within and outside of the financial industry, to more sharply develop each individual’s unique vision into a comprehensive game plan that will continue to adapt to each progressive stage of our client’s lives.
In providing clients with innovative education and a balanced approach to wealth accumulation and risk management, we can move forward with confidence that we are on the right path to helping our clients reach their long-term financial goals.
Awards and Recognition
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2004-2010
Award recognizing persistency and performance
National Sales Achievement Award 2006-2010
Award recognizing performance
