With over 25 years in the financial services industry, I have founded my career on the trust earned from my clients by helping them grow, manage and preserve their wealth. I recognize that each client has unique needs, goals, dreams, priorities, and time horizons. My advice—and the financial strategies I recommend—take those objectives into consideration.
My mission is to help clients and their families pursue their lifetime and wealth transfer objectives through dedicated financial planning and comprehensive service. I adhere to the strict code of ethics of my CERTIFIED FINANCIAL PLANNER™ Professional designation, maintaining a focus on quality, integrity, competence, and commitment.
I specialize in providing my clients with investment portfolio management, retirement plan rollover options, tax minimization, IRA and retirement plan distribution strategies, and estate planning services.
Are you retired or nearing retirement with minimum investable assets of $500,000?
Please feel free to contact me for a no cost, introductory conversation. I can be reached toll free at (800) 755-5621. Or, send me an email at firstname.lastname@example.org.