As your financial advisor, my goal is to provide you with the best financial advice I can. This advice is drawn from 36 years of industry experience, thousands of hours of learning, and earning and maintaining CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management SpecialistSMcertifications.
As a client you can look for: leadership and direction, relationship, creativity, and simplicity.
I look forward to the work we will do together to plan for your financial goals. You are invited to call me at 877.907.8625, text me at 586.474.5055 or email me at firstname.lastname@example.org with any questions you may have.