Financial Advisor, CWS®
- Investment and Portfolio Allocation
- Insurance and Risk Management
My role is to gain a better understanding of the markets and give advice that is understandable and customized for each individual, ultimately to help families reach their long-term financial goals. On a regular basis, I track financial trends such as Morningstar, Yahoo Finance and MSNBC.
When I’m not assisting my clients with retirement planning, distribution strategies, risk management, investment planning and college savings plans, I tap into my adventurous side by going scuba diving, traveling and hiking.