The reason I find my job so fulfilling and love coming to work every day is the impact I have on my clients' families. I provide financial planning and guidance to clients at various stages in life from just getting started in life, to retirement to planning for transitioning wealth from one generation to the next. It is an honor to be the trusted advisor for the families I serve. While these are all very serious topics, I make it a point to avoid taking myself too seriously.
Client Services and Marketing Specialist
Client Service Specialist
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."