Since 1994, I have assisted hundreds of people on a wide variety of financial topics – ranging from basic investing and retirement to the complex world of Medicaid planning and veteran benefits.
Looking back, I believe this passion for the industry and vast pool of knowledge really began when I started working at Sigma Financial Corporation’s headquarters as a Case Planning Consultant. While I was there, I coached, trained, provided investment advice and strategies, and made financial planning recommendations to investment professionals across the nation. Yet, I also realized that as much as I loved working with other financial professionals, I really wanted to share this knowledge with individual investors.
As I switched gears into being a full time Financial Advisor, I began structuring my practice around training, instructing, and expanding my client’s ability to take action. I focused on providing my clients with a system for reaching their lifelong financial and personal goals, while also taking the time to personally educate and empower them during the process. Overall, I want my clients to feel comfortable, confident, and in control of their financial decisions.
By partnering with Melissa, Dave, and Terry, I have never felt more confident about the high quality level of service that we can provide clients with, and I look forward to sharing that service-orientation with you as a client of ours.
Give me a call to discuss the financial topics most important to you and your loved ones.