Vice President – Investments
We must do better! I said to myself almost 20 years ago in the middle of the dot-com market meltdown. Many of my clients were forced to delay their retirement date and postpone long- awaited plans. I had recently passed the exam to become a CERTIFIED FINANCIAL PLANNER™ and at that time decided there had to be a better way to manage risk in my clients’ portfolios. A comprehensive financial plan is the first step in developing a framework for success. As a CFP® certificant and Financial Advisor, I have always put my clients’ interests first. I have dedicated my career to helping clients prepare for and transition to retirement. My areas of concentration include comprehensive financial planning, custom portfolio management, portfolio risk management, legacy, and end-of life-planning.
Phone 775-300-7560
Toll Free Phone 833-300-7560
Phone (Direct) 775-300-7560
Fax 775-300-7551
Check the background of this investment professional on FINRA’s BrokerCheck