Advisor profile


My approach

We all know the Golden Rule. A truly worthy approach to life. But, can there be a higher standard than this? A standard requiring a better understanding of others?

“Do to others as they’d want done to them,” is a higher standard. Taking the time and attention to know another above yourself is unique. This is known as the Platinum Rule. Clearly when placing clients’ priorities and needs first requires an intentional approach. Knowing what’s most important to you, placing the most important at the center of our work, and partnering for a lifetime is the PLATINUM difference.

Our Team’s passion is the PLATINUM PROCESS. Creating lifelong relationships, bringing clarity to a world of complexity, and a personal wholistic approach define the PLATINUM PROCESS.

By being a sounding board for your financial concerns, our reward is when you make informed financial decisions. Such decisions come from the heart. Heart, love and those we hold dearest center the PLATINUM PROCESS.

PLATINUM Wealth Management is ready to listen when you’re ready to talk.

11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Previous experience

  • Financial Advisor, Edward Jones, 2009-2020