As I entered 6th grade, my parents encouraged me to become a paperboy. That little job taught me work ethic, responsibility and the value of money. It also taught me the discipline required to save up for something I really wanted. Most importantly, it stoked a passion in me to learn more about how I could invest my money for the future.

Throughout my career, I have focused on educating others about the importance of financial literacy. This passion first led me to a career as a personal finance teacher at my high school alma mater. Once there, I was given the opportunity to not only create, but also teach the personal financial curriculum that the school still uses today.

As a financial advisor, I am committed to serving my clients with integrity and transparency. By getting to know my clients, I get to understand what is most important to them. First, I listen to you and help identify your long-term goals. Then, I use an established process to tailor a financial strategy that keeps your immediate needs and concerns at the forefront as we build towards your long-term goals. As life changes, we continuously reassess your strategy to help keep you on track to achieve all of your financial objectives.

Oh, and I eventually quit the paper route...when I was going off to college!

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