Specialties
About Me
I have a philosophy about listening to the aspirations, dreams and goals of my clients; it's my ability to understand and connect with them on an emotional level that shows my empathy as to where my clients vison their future.
I provide a holistic approach in my practice providing financial direction, guidance and safeguards so that my clients will be able to visualize a road map that will allow them the flexibility to embrace life changes through various points in time. I bring a bit of humility, humor, and honesty to the advisor-client relationship; by being genuinely interested in my clients' financial well-being has served me well during my career.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential or Northwestern Hills Financial Group. RICP conferred by The American College