I am a financial professional with Strategic Planning Group committed to helping my clients with some of their most important financial goals. Prior to my work in financial services, I have over 10 years experience in business management and business-to-business solutions. As a financial professional, I specialize in working with business professionals, business owners, and young families.
PHILOSOPHY - As a financial professional, everything I do is about you as the client. I never forget that we are working with your family, your goals, your money, and your lifestyle. It's with that philosophy that I like to educate my clients on any solutions we might implement in a way that you comfortably understand.
PROCESS - I like to take the time to know my clients and what matters most to you before making any recommendations. We implement strategies for both today and tomorrow in the most efficient and effective way. We do this using sound economic principles, quality financial products and services, as well as sophisticated financial modeling software with the key focus on helping you flourish.
PURPOSE - A commitment to excellence throughout the entire process will make us not only the professionals you want, but the strategic partners you need for your financial goals. Our number one priority is impact, influence, and personal growth knowing that often times that the work we do will echo for generations to come. Everything we do is about and for you.