By being independent I can serve you in the way I feel is best for you, without being tied to any specific product or solution. As a Certified Financial Planner, you hire me to guide your finances and to look out for your best interest.
I take a team approach.
Part of my job is to be a specialist in certain areas and a generalist in many others. I am well aware that I can’t be an expert in everything related to this field. I have aligned myself with many key affiliations that provide continued education, expertise, support, resources and collaborative environments to allow me to continually provide the best advice possible.