Watching my mother read a story to my youngest daughter Dolly Rae, is one of my most cherished memories.
It's a moment captured in a flash, but one that will last a lifetime. And in many ways, it's symbolic of why I became a financial planner.
Whether you are a parent or a grand-parent, worries about personal finances can get in the way of making memories with your family. But with the help of a financial advisor who puts your needs first, you can feel more confident and secure about your financial future.
I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or reading a story to your grand-child.
I’ll help you feel like the dreams you have — for today and tomorrow — are safe.
And that way, you can focus on the things and the moments that truly matter.