I began my career as a Financial Advisor in 2004, and have worked with Woodbury Financial Services, a Registered Investment Advisor, since 2007. I'm also licensed in multiple states as a life insurance producer, allowing me to provide comprehensive advice & guidance on a wide array of financial and investment issues. As an Investment Advisor Representative, I adhere to fiduciary standards set forth by financial industry regulations- This means that every recommendation is made in my clients best interest. I've always felt that the most valuable role I can fill through my advisory practice is in building solid, long-term relationships with my clients based on trust and integrity.
I work together with my clients to develop comprehensive financial plans, customized wealth management & retirement planning strategies, and insurance programs based on their own personally-defined objectives and vision for financial success. I strive to be a trusted resource and deliver highly personalized service to assist my clients in achieving their unique financial goals- all while minimizing the impact of expenses, fees, and taxes wherever possible.
I also work with small business clients from a wide array of industries and all phases of the business life cycle- from start-ups & entrepreneurs to multi-generation family-owned businesses- to help them achieve financial success and protect the future of their business. We develop customized retirement plans to attract, retain, and reward quality employees. We build comprehensive risk-management and insurance strategies unique to the needs of each individual company, and aid in the business succession and transition process for those who are looking to sell their company or pass it on to the next generation of ownership.
In addition to my advisory practice, I take a very active service role in the local business community with the Small Business Advocacy Council and GOA Regional Business Association. I believe these volunteer roles are critical in order to support small business and advocate on behalf of my clients, and help improve the business & economic environment for all.