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Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
I have close to a decade of experience in the financial industry where I've developed and implemented plans that helped my clients successfully realize their short and long-term goals. I am passionate about helping people choose investments and implement financial strategies. I believe local banking means more because it supports our economy of local communities, businesses and individuals. I’m a detail-oriented, hard-working team player and am committed to putting your interests first while applying my experience and knowledge to enrich your life.