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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 am passionate about helping members achieve their goals, finding solutions to challenges and motivating people to stay on track. I have five years of experience in financial services, and I'm working to earn the Certified Financial Planner (CFP) designation to continue expanding my knowledge of the industry. I actively listen to members to learn what they need and always put their interests first. I enjoy building strong relationships, providing in-depth advice, and celebrating with members when they achieve their goals and reach financial milestones.