Our Branch Team:
We serve, honor and educate investors of all backgrounds and professions who choose to work with us so they can focus on what is important to them. Many of our clients are in retirement or nearing retirement. Helping people navigate through this vital stage of life is very important to us.
My Background:
As a former middle school and high school math teacher, I bring my broad experience in leadership and teaching to the finance world to help ensure clients receive the patience and understanding only a seasoned teacher can provide.
Our Process:
Our branch team uses an established process, which starts with learning what is important to you. We use this process to personalize investment strategies to your goals and set up guardrails in anticipation of volatile markets. We strive to provide you and your family with exceptional service and will work with you to make sure you are confident in your financial decisions. We welcome the opportunity to learn about you and your priorities. It starts with a simple conversation – so, let's visit soon.