Planning is the Cornerstone 

Many clients were concerned that they needed “a lot” of money to approach a financial advisor. I believe you plan and then work toward your financial goals and dreams. Don’t let embarrassment at a financial misstep or concern of not having “enough” keep you at least discussing what next steps might help keep you moving forward. 

I enjoy watching a client as they reach milestones. The joy on their face as they begin to understand that a plan can make a difference and, if done right, does not have to feel overwhelming. My father was a truck driver and I started working part-time at age 15 in various agricultural related tasks.  My post college career was in retail management  before moving into financial services.  Every day I saw people struggle to live paycheck to paycheck, and I knew I wanted to help folks. 

I serve people from every walk of life, and almost every one of them has had a financial concern at some point. Let me help you put your cornerstone in place. Let me help you plan. All it takes is a phone call or an email, and we can get you on your way to your personalized, customized financial plan!