Agent for New York Life
I am a Financial Advisor that manages a private client group. My mission is being a trusted financial partner with individuals and business owners, by helping them be financially successful. It's all about the relationship! I get to know someone and where they are now. We identify what is important. Goals are crystalized. I help to determine where there is a gap in their currently planning. Finally, I provide individualized solutions to get them to their goal in the most tax efficient way possible.
I also work with business owners in the areas of succession planning and employee benefits. I help you to plan for the future and the unknown risk, so you can focus on growing your business. Having quality employees that will be with you long-term is a big concern for most business owners. I work with you to provide benefits that help to retain those employees.
A great referral for me are individuals that changed jobs recently and/or someone looking to ensure they are on track to reach their financial goals. Small business owners that want to ensure they have their business planning set up so they focus on making money and growing are also great referrals.