With more than 24 years of professional experience in the financial services industry, I have worked with banks, brokerage and insurance firms as a Financial Advisor and have clients in many states. I offer a product neutral, pro-active and detailed approach to creating sound financial strategies for my clients - customized with choices from many well-established companies and platforms in the industry. I believe clear communication in explaining the details of a financial strategy is key so that clients can make the best decisions for their needs.
I am committed to my long-term client relationships and understand that each client has unique goals and needs. I am focused on personal service and am proud of the friendships I have formed with my clients and their families.
Personally, I love to travel and explore and learn about new places and people. I am passionate about classical and jazz music and attend concerts, musicals and plays whenever I can. I also enjoy golf and yoga.