Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate solution for you.show more
Everyone has a unique, ongoing financial journey that often brings them to a point of stopping, assessing and deciding to consult an expert. No matter what the planning need, searching for an advisor becomes the first obstacle. Where to begin? As a trusted partner at Novartis Federal Credit Union, in keeping with the quality service commitment made to members, I am dedicated to helping clients identify and reach their financial goals. Typically, the journey can be broken down into three general stages:
1. Working years and wealth accumulation
2. Retirement years and income
3. Estate conservation and transfer of wealth
My intent with each and every client is to meet them where they are at with their current portfolio, or even, in creating their first portfolio. I perform a needs based assessment of each situation and work to provide objective, research-based solutions. I offer simple, streamlined plans with in-depth research to back them up.
We start with a conversation.
Where are you in your financial journey?
How did you get to this point?
What is next? Are you adequately prepared?
In working together and allowing me to share my expertise I help clients navigate current market conditions while planning for the next steps in their journey. I am conscientious in managing investments and revisit the plans in place as circumstances inevitably change. I am available by appointment, telephone, and email.
Registered Representative of CUNA Brokerage
Services, Inc., member FINRA/SIPC
Licensed Representative of CMFG Life Insurance Company