I am a financial advisor providing full wealth management solutions to individuals and businesses. I specialize in working with clients who are in all stages of going through a divorce. I help them prepare financially, create the settlement that is best for them and then create an investment plan that allows them to begin a new life in the best financial position possible.
How Business Creates Value:
I provide customized financial solutions and planning that is designed around my clients' personal goals and dreams. I take care of their money so they can spend their time doing what they enjoy.
How Member Creates Value:
I treat my clients like family. I earn their trust and confidence and treat them with respect and kindness. We have a partnership that they want their friends and family to experience as well.
Because I have experienced divorce myself, I am uniquely qualified to understand the entire process as well as the toll it takes both emotionally and financially. I help my clients build a team of experts around them to help guide them and give them the support they need.
What I Do.
I help people live the lives they want to, now and in the future. I manage their money so that they can focus on doing what they do best. I protect what they have, create what they need and want and help them achieve their dreams.
Why I Do It.
I have a passion for making my clients feel educated and empowered. I make sure I know what is important to them, what they are excited about and what they are concerned about in their financial lives. And, I make sure we create an investment plan that they understand and that makes them feel like they are in control of their future and the well being of their loved ones. There is no greater reward than knowing I have earned my client's trust and that they are comfortable and confident in their financial future.