Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend appropriate strategies designed to meet their current, and more importantly, future goals. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and help educate you on solutions to help fill them. Whether your goals include preapring for milestone life events like retirement or college, or whether your situation is more complex with a business or estate plan, I promise you a new level of attention, insight and capability.
I've obtained my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the CFP® Board, as well as the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations through the American College. I'm a Youngstown State University alumni through Williamson College of Business. Also, I'm an authorized representative for the American Veterinarian Medical Association, helping their members with their financial objectives.
In my spare time, I enjoy spending time with my family and dogs the most, but also find time for exercise, following college football and the English Premier League.
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