I am committed to helping clients pursue their financial goals and lifetime dreams by bringing
sound financial knowledge and trustworthy advice.
I enjoy working with young professionals and engaged / newly married couples to establish a solid foundation for their financial future.
With a background in business consulting, I also specialize in helping clients understand the
financial challenges that come with starting a small business.
My areas of focus include:
• Comprehensive financial planning
• Investment strategies
• Retirement income planning
• Education funding solutions
• Asset allocation and management
• Insurance solutions and risk management
In my free time, I enjoy traveling, family, swimming and bicycling.
Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: http://on.fb.me/FCguidelines.
