I am a Financial Advisor with a passion for empowering individuals to pursue their financial goals. With a wealth of knowledge and experience in the finance industry, I offer comprehensive guidance and personalized strategies to help my clients navigate the complexities of investment management, retirement planning, tax planning, and wealth preservation.
I hold a bachelor’s degree in finance from the University of Missouri Columbia and maintain a CFP® designation. I take a holistic approach to financial planning, considering each client's unique circumstances, aspirations, and risk tolerance to develop tailored strategies that align with their long-term objectives.
I believe in building lasting relationships with my clients, based on trust, transparency, and open communication. I take the time to understand my clients’ financial priorities and educate them on various investment options, enabling them to make informed decisions with confidence.