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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

If your advisor doesn't understand your risk tolerance, how will you? 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.

Annuities

Annuities have evolved over the years and investors today may find this asset class confusing. I will help you understand and compare the different types of annuities, the pros and cons, and how they can fit into a retirement plan. Are there alternatives? We'll cover those too.

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.

Complimentary Services

Are You Ready To Retire?

The definition of retirement is as unique as we are, no one is the same, but almost all would agree that a key component is about replacing a paycheck. In this 30-minute session, I'll help you evaluate the numbers so you can see how you're progressing towards your goal. 
  

Complimentary

Contact
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