OUR VISION: Virtus Wealth Advisors courageously helps lead our clients to accomplish life’s gifts of freedom and choice through financial planning and consultative advice.
OUR MISSION: We serve our clients by implementing accountability on tracking their goals, dreams, plans and purpose.
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15+ years of customer service experience
20+ years in the financial industry. With Ameriprise Financial since 2012
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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