Personal assistance

When it comes to planning for your financial future, you don’t have to go it alone.

Step into financial freedom one goal at a time! Start by identifying the goal or goals that are most important to you right now.

Whether that's preparing for unforeseen occurrences; helping you ensure you can enjoy a comfortable retirement; or allocating your assets to help meet your risk tolerance and investment time frame, my mission is to help you achieve your financial goals so you can fulfill your dreams. My goal is to develop a relationship based on integrity, accountability, and exceptional service.

About Me:

• Proud veteran of the United States Air Force
• Graduate of Davenport University with a Bachelor of Business Administration
• A fully licensed financial service professional since 1999
• Licenses: Securities (Series 7, 63, and 66), Life/Health, Property and Casualty

I'm available at your convenience. I understand your financial needs are important and unique, and I look forward to learning more about you and building a valued relationship. Here are just a few of the goals I can assist you with during a 1:1 meeting:

• Retirement planning
• Preparing a budget
• Updating retirement plan beneficiaries
• Considering how your money is invested
• Maximizing contributions
• Developing an emergency fund
• Consolidating retirement accounts
• Utilizing "My Financial Life" tools on your personal account page

Let's schedule some time to meet!