To become the ‘go-to’ partner in creating meaningful financial family legacies
To master our guidance gifts leading self and others to more meaningful and financially independent lives.
CREDENTIALS
- Series 7 & 66,(held with LPL Financial) , CFP® professional, Insurance
EDUCATION
- Math & Economics Degrees
EXPERIENCED
- 30+ yrs in the financial services industry; Entrepreneur
COLLABORATION
- Tax Planning & Estate Planning
VALUES-DRIVEN
– Competence, Reliability, Gratitude, Transparency
CREATIVE
– Sewing, baking, decorating
ACTIVE/HEALTH CONSCIOUS
– half marathon runner
Comprehensive financial planning
Continuous Education (owners, staff and clients)
Friendly positive environment
To be transparent
To be responsive
To understand your needs
To offer comprehensive investment products