As an investment advisor representative, my objective is to help my clients take control of their financial life. Using my knowledge, skills & experience, my goal is to become the “trusted” source of financial advice for my clients.
Within Financial Decisions Group, I work with a diverse team of financial professionals to help meet the “comprehensive” financial service needs of my clients.
Areas of specialization in my practice include; budgeting/cash flow, student loans, debt reduction, financial health, goal planning, investment management & retirement planning. I provide financial options for individuals, families & small businesses. These financial services and options are provided on a fee-based & commission-based.
My client service model is designed for an ongoing, financial relationship. Every client undergoes an interview process and detailed fact-finding session to make sure that working together is a good fit for both the client and my practice.