I entered this industry in 2001 and immediately had the dot com bubble burst right in front of me. I hung in there and kept a long-term perspective for my clients. Fast forward 20+ years and not a day goes by that I'm not grateful to be in a profession I love. As an independent financial advisor, I pour my heart and soul into my business and the result is solid, long lasting client relationships.
I specialize in managing client's IRAs, 401(k)s, 403(b)s, non-retirement savings, college savings, mutual funds, stocks, bonds, life insurance and more.
Please contact me for a complimentary first meeting to learn more. I know most folks are not an expert in this area so I will keep it simple and straight forward. You will feel educated and empowered after one basic meeting.