Experience Education through Conversation™
Through talking, ideas are discussed, concepts are explained and a long-lasting understanding is built. I educate and equip you through natural conversations about your financial objectives. As your partner and advocate, I help you identify what you truly are trying to accomplish and why the financial products currently in use may or may not be designed to reach your goals.
When you are unaware or uniformed about your financial circumstances, minor issues and inefficiencies can create substantial challenges over time. I combine my experience and knowledge with the latest financial tools to empower you to participate in your financial life.
I am a Financial Advisor, but first and foremost, I'm a People Advisor! My degree in Psychology helps me understand the biases, behaviors, and perceptions that impact client decision making and financial well-being. That awareness helps me build closer bonds with clients that can ultimately help them feel more emotionally secure about their investments.