As a trusted financial advisor, I help individuals reach their unique long-term financial goals by building relationships with each individual client. My Branch Office Administrator, Mary Fletcher, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. We work with serious, long-term investors who value the advice, expertise and time we share with each one of them.
Investment Consultation; Portfolio review; 401k set-up, servicing and rollovers; Retirement planning; Insurance protection; Long-Term Care Insurance; Estate considerations
Member Since: 2012