I began my career with the Retirement Benefits Group, a division of Equitable Advisors, LLC in 2004 and have been a CERTIFIED FINANCIAL PLANNER™ since 2013.
As a financial professional, I focus on working with clients to achieve their goals by identifying their purpose, following our process, and implementing solutions that allow them to live life with their family. Our process of purpose based financial planning, allows clients to identify and communicate where they are in their lives and where they are trying to go. We use our information and tools to assess a client's risk tolerance and develop a customized plan that serves as a blueprint and road map to achieve their financial goals. Once established, we continually monitor the plan and clients changing lives and goals. I believe investing based on purpose and goals, over the long term, empowers clients to make sound financial decisions and feel confident in the choices they have made.