Who I Am & What I Do

As a Certified Financial Planner (CFP), I wake up every morning knowing that I need to make a statement to the people I am fortunate to serve. That is why I take my role so seriously, and it is why I spend so much time and energy keeping my knowledge and my skills up to date.

When it comes to your financial security, you need to be sure that you are always working on the cutting edge. The economy is based on competition – as we all know – and in order to stay competitive, you need to find some way to stay ahead of trends. This is what I do; this is the service that I provide. I help people to stay ahead of trends in the market.

Is my role straightforward? Almost never! Part of the reason that I am effective at what I do is that I have learned to think on my toes.

If some set of numbers seem not to add up just as I would expect them to, then I head back to the drawing board and see what else I can come up with. This is the planning aspect of my job.

Remember:

This is your future we are talking about! I believe that ensuring your comfort and prosperity calls for supreme dedication – and that is what I offer as a CFP.

My Mission

My mission is to serve my clients first and foremost. As a CFP, I want the people who put their trust in me to feel that they are in good hands and that they have made the right decision for themselves and their families. Every moment from the time that you come on board as one of my clients going forward ought to be one in which you can think to yourself Whatever else may come, I have my financial security to count on. Giving that gift to my clients, I know that I am achieving all my goals and then some!

To carry out my mission, I have to consider a very specific question for each of my clients: what do you want the following years of your life to look like? Where do you want to be and what do you want be doing in five years? Ten years? Into retirement? My responsibilities as a CFP run the gamut, from showing you how to make the most of your capital to keeping you apprised of opportunities to do more.

Why You Should Trust Me

Trust, in the financial world, is a big world. In one sense, our whole economy is based on trust. We rely on each other – and our institutions – to keep their promises so that capital can continue to move from one hand to another and encourage innovation and entrepreneurship.

You should trust me because I know how the system works and I am dedicated to making it work for you.

If you have a set of financial goals in mind, I want to hear about them. I want to know what you would like to do in the long term so that we can collaborate on a strategy to get you there.

No dream is too outlandish. You can achieve more and reach greater heights, and I can guide you along the way. You work hard for your money, work hard to keep your finances stable, and save what you can.

Let’s do more together. Let’s make your money work more for you than you are working for it. Let’s come up with the perfect plan for your financial future!

I would love to speak with you more about your financial security and what your future holds. My credentials mean that I have taken the time to formalize my education, but you should also know that my education is one that is never-ending. I am always working for you and looking out for you