How do I help? I listen to my clients’ worries and joys, and I guide them using strategies that help them reach their dreams. I know that finances can be overwhelming at times. So, I take time to educate and listen to ensure my clients’ comfort in their investments. I partner with them throughout their lives, maintaining open communication and making any changes to their strategies to keep them on track. When beneficial, I work with their CPAs and attorneys, always respecting client confidentiality.
Significant events help us understand what is most important in our lives. Several years ago, my husband and I both lost our fathers. Their passing prompted considerable changes in our family. I was faced with many uncertainties and questions, including what were my goals, how I could reach them and how could I manage major life decisions regarding family and finances. I eventually discovered the grace and tenacity to persevere. This experience led me to become a financial advisor, a position in which I can truly help people with their financial goals and guide them through the ups and downs of life.
Service has always been an important part of my life. Service to my family, by loving and providing for them. Service to my community, through Chi Delta Alpha, Philo and volunteering in the schools and local events. Service to my clients, by asking key questions and creating personalized strategies that help them accomplish their goals.
Laura, my branch office administrator, and I are grateful to be there for our clients and community, helping them discover and pursue what is most important to them. We are dedicated to understanding our clients and the values that shape their objectives. We know that every cent they invest is a product of their hard work, and we sincerely value their trust.
What’s next for you? Are you ready for a financial partner who is dedicated to your success? If so, please call or send us a message. We would love to talk and learn how we can help.
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Business Retirement Plans
My Personal Interests
- Mountain Biking
- Health & Nutrition
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