110 Ministry Drive
What I do:I help my clients pursue their financial future through a detailed financial planning process that focuses on their ability to determine their life goals. I educate, offer solutions and consult on how to pursue these goals through realistic planning strategies. I strive to arm my clients with the information and resources they need to make common-sense decisions that can help them pursue success.
Why I get up in the morning:I love collaborating with my clients on their individual situations and have a passion for helping people. I enjoy helping my clients understand their options through an educational approach free from complicated industry jargon. However, what I love most is working with a client for the first time and seeing their appreciation for the clarity that our financial planning can process bring them.
Clients I work best with:Individuals who want a clear and realistic understanding of their financial future. Business owners who want help sorting through a complicated portfolio strategy. Human resources professionals who manage company retirement plans. People who are in transition (job change, relocation, loss of a spouse, divorce, etc.)
What I tell clients:Don’t panic! It’s easy to find bad news that will cause you to want to make quick decisions regarding your long-range investments. Having a plan of action in place with an appropriate strategy helps my clients understand what they are invested in, why they are invested in it and its correlation with the goal they are pursuing. At the end of the day, there are a lot of ways to measure retirement success, but I think it boils down to one thing: Having the means to do what you want, when you want ... without worry. And that’s my goal for each of my clients, no matter their current situation.
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Waddell & Reed is not affiliated with any other entities referenced. 12/20
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What I do:I have a passion for financial planning. It begins with helping clients articulate and prioritize their life goals. Then we collaboratively craft financial strategies to pursue those goals and to align a client's resources with their vision for their lives. Whether a client needs help getting started investing, providing for children's education needs, understanding retirement goals, or insuring what is important to them, I seek to serve and educate my clients through financial planning.
Why I get up in the morning:I love collaborating with my clients not just to help them achieve their goals but also to truly consider the "why" behind their goals and how they align with their values. When I help clients connect their values with a vision for the future, it is a beautiful thing. I know that clients often feel the stress of complexity in their financial lives, and it is a joy when I am able to help relieve some of that burden and provide clarity in a complex situation.
Clients I work best with:Individuals and families who have never done comprehensive financial planning and are eager for clarity and purposeful action. Folks who are quickly approaching retirement and feel unsure about where they stand. And essentially anyone who I can help that is motivated and committed to pursuing their financial best.
What I tell clients:Focus on the big picture. Every journey begins with a single step. So, no matter where you are starting, as long as we keep those long-term goals in mind, take clear steps towards it and review our progress periodically, I believe there is little we cannot achieve.
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