Speakers

As a child, my dad used to travel out of state for work and put in long hours. He always checked in but could only call late at night. That left my mom to make important financial business decisions without his input, leaving her completely stressed. Her worries always took a huge toll on the entire household. With a desire to help at a young age, I began to learn how to assist her with those decisions. I found that I loved and took pride relieving those burdens. As a financial advisor, I feel blessed to have the opportunity to help lift burdens off my clients and help turn their hopes and dreams into realities.

Using an established process, I build customized financial strategies designed specifically to help my clients reach their financial goals. I begin by gaining an understanding of what is most important to them and their loved ones. Once the strategies are in place, I maintain open communication with my clients so that we can modify their strategies to reflect their ever-changing lives. To ensure that the financial strategies align with my clients’ other plans, I often collaborate with their attorneys and CPAs, always respecting confidentiality.

I am honored to serve a diverse group of clients. I love helping families, especially through multigenerational wealth strategies and estate considerations. Many of my clients are also blue-collar success stories who have built their wealth from the ground up. It is my ultimate goal to leave my world and the families I serve in a better condition than before I met them.

Within the firm, I serve as a client solutions leader. Outside of the office, I serve as a board member of the Community Health Foundation. In my free time, I enjoy golfing, being active in my church and spending time with family and friends. I am also a life-long learner and am always discovering something new.