As a Certified Financial Planner (CFP) and Financial Advisor with The Mayflower Point Group my passion stems from a deep family history of financial education and knowing what good planning can accomplish for clients. Our team mission, as your trusted financial partner, is to simplify the complex and bring understanding and guidance to financial decisions that impact your life. In our journey together we will prioritize communication, trust, transparency, and exceptional service. These are the key driving principles clients enjoy as we deliver personalized financial planning that spans generations. This allows clients to have peace of mind, clarity and focus on their families and legacies. We listen to what you have to say, and always aim to meet and exceed your expectations. What sets us apart is our consultative team approach and our ability to assist and service many diverse clients. We employ our depth of knowledge and over 125 years of combined experience across multiple financial disciplines to reach clients’ desired outcomes. Our team offers the personalized and customized attention of a boutique firm while providing the global resources of one of the world’s leading financial services firms in Morgan Stanley. I personally pride myself on our ability not only to work with our clients but also their heirs to ensure wealth is managed generationally and preserved. We welcome the opportunity to speak further and see if working together makes sense.
Services Include
- Wealth Management
- Executive Financial Services
- Planning for Individuals with Special Needs and their Families
- Professional Portfolio Management
- Estate Planning Strategies
- Retirement Planning
- 401(k) Rollovers
- Alternative Investments
- Philanthropic Management
- Business Planning
- Cash Management and Lending ProductsFootnote9
Securities Agent: NM, MA, DE, AL, MN, SC, NC, WY, AZ, TX, OH, NY, MS, IL, GA, CO, NH, MI, RI, NJ, MT, ME, LA, VA, UT, NV, FL, WA, PA, WI, MO, MD, CT, CA, VT, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 2711713