Finance & Insurance
At the age of 20, I married, had my first child and joined the Army. I had no savings and was making a meager living while serving. The experience of supporting my family by counting change to pay for necessities is something that I will never forget. It was then that I decided to learn as much as possible about saving and investing. Over time, I shared this knowledge and experience with friends and family, helping them work toward their financial goals. This has always been extremely rewarding for me and was the driving force why I became a financial advisor.
As your financial advisor, we will partner to build solutions that are tailored to you, your goals and your timeline. We will review your entire financial picture to make sure I have a clear understanding of your needs – whether they include retirement, college savings, budgeting, preparing for the unexpected or a combination of these – since your needs are unique; the solutions will be as well. When questions arise, I want to address them together – my door is always open. As I would say to my wife as we were raising our four children, “You are not in this alone. We are a team.” I apply this same principle to my financial advising – I want to be your partner not for a single transaction but for your financial future.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- College Savings
- Estate & Legacy Strategies
- New Investors