
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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Having the fortune to work in banking for 26 years, the pandemic emphasized the need to re-evaluate my priorities. My banking career was very rewarding; however, after working remotely for 15 months, I realized that my 3-hour commute took me away from the important things to me: family, friends and community.
I made a slight turn in my career to being a financial advisor. As a banker, my favorite part of the job was training. It provided me the opportunity to create a plan and work with others, showing them a better way to do their job or learning something new to make their daily tasks more efficient. This translates easily to being a financial advisor where my primary goal is to help investors develop and build an investment strategy geared toward their unique, long-term goals.
My career as a financial advisor provides me the balance of a rewarding career along with the ability to create a fulfilling lifestyle. Now, I can enjoy spending time with close friends and family, going to the beach and visiting local restaurants and wineries!
I continually strive to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.
Give me a call today and let's get started building your future!
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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