Client education is a core value in my practice. An educated client is more apt to make sound financial decisions and avoid the mistakes caused by emotional decisions.
My service philosophy is pro-active, 'hands-on,' detail oriented and empathetic.
My intent in working with each client is to begin with a personalized plan, then structure services in a consultative manner. I'm with you, every step of the way. Over time, I have found that by adding structure, objectivity and diversification, we are able to avoid emotional decisions that may lead to poor results.
Let my experience, advising inter-generational clients count for you. I have the experience and resources to help you manage your financial world in a way that supports what you value most.
NMLS # 962207
AR Insurance License #: 1904315
Services Include
- Planning for Individuals with Special Needs
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- UGMA/UTMA
- Professional Portfolio Management
- Long Term Care Insurance
- Philanthropic Management
- LGBT+ Planning Services
- Executive Financial Services
- Financial Planning
- Estate Planning Strategies
- Annuities
Securities Agent: NY, NC, DC, FL, MN, MI, GA, CT, VI, SD, IN, DE, CO, AR, CA, MD, MA, IL, NJ, VA, TX, SC, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 962207