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Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
CERTIFIED FINANCIAL PLANNER™
Financial Planning Intern
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
As your financial advisors, we play a role in your life’s most meaningful moments. You trust us to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation.
We do not take your trust lightly and strive to earn it every day - and we are not alone in our commitment to you!We are supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind—your success. We think it is important that we introduce them to you.We are affiliated with Affiliated Advisors, an independent wealth management firm that provides us with back office, technology, regulatory and operational support.
Affiliated Advisors Back Office Team
Founder, Affiliated Advisors
Director of Insurance
Director of Compliance
Director of Administrative Services