Talking openly about finances is never easy. I’ll do whatever it takes to make you feel comfortable. Although I prefer to meet in person, we can meet wherever, whenever, and however you desire; in-person, email, on the phone, or online. The choice is yours. Trust is very important on both sides. So let's get to know each other.
Ask me questions, please! I know talking about finances can be confusing. There are terms you may not recognize and strategies that may not be easy to understand. Simply ask me questions and I’ll make sure you understand the answer. Clear communication is important for a successful relationship.
I will get back to you... quickly. If you have questions or concerns about anything, reach out and I will get back very quickly, within 24 hours. I’m not going to leave you hanging.
Resources at your service. From retirement and life insurance calculators to tips and articles on growing families, investment concepts, small business concerns and more, please use the tools and resources I offer both online and in-person. It’s all about you, keeping you in-the- know, up-to-date, and heading toward success.