Consultant
One of the greatest aspects of this career is that I have the opportunity to learn about people from all walks of life. Each individual has a different vision of what they would like to achieve, both financially and personally. I help them navigate how they are going to get there. My goal is to understand your priorities in order to implement strategies designed to improve your outcome. Whether we are building a plan from start to finish, revitalizing an existing plan, or validating that you are on the best path, I believe in transparency and educating you on the benefits and drawbacks of each decision.
I strive to optimize your time and resources by presenting valuable, personalized advice. The collaborative efforts of our group of seasoned professionals allow us to do just that.
I look forward to working with you.
- BA Finance – James Madison University
- RICP® – American College
