Are you ready,
to plan your
financial future?
REDEFINING THE FINANCIAL ADVISOR
Proudly Serving Premier Members Credit Union
My Story
With over 24 years of experience, there isn't a lot I haven't seen. Guiding clients through a maze of financial possibilities, I've transformed aspirations into realities with strategic planning and unwavering commitment. I thrive on navigating the complexities of wealth management, helping my clients pursue their financial goals with confidence.
Core Competencies
Retirement Planning
Planning for retirement is your ticket to financial stability and the lifestyle you envision. By investing time and resources now, you're crafting a financial future where you can confidently pursue your passions.
Investment Management
Balancing risk and return is personal and if you don't understand your comfort level with risk, how will your advisor? I view every portfolio through the lens of risk and take special care to see that your portfolio aligns with your goals and risk tolerance because there is no right or wrong way to invest, as long as you understand what to expect.
Income
Exotic travels, more time with the grand kids, or maybe turning your passions into a business. Whatever your dream of retirement may be, I've learned that none of that can happen without income. My income planning explores timing and resources to craft a plan as unique as you.
Insurance
If you don't plan for the unexpected, no other planning will matter. I offer a range of insurance solutions to protect you and your loved ones, including life and disability insurance.