Who We Are

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What is Journey Financial Services Inc?

Our Vision

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To become the ‘go-to’ partner in creating meaningful financial family legacies

Our Mission

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To master our guidance gifts leading self and others to more meaningful and financially independent lives.

Our Differentiator

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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

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Our Values

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Comprehensive financial planning

Continuous Education (owners, staff and clients)

Friendly positive environment

Our Promise

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To be transparent

To be responsive

To understand your needs

To offer comprehensive investment products

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