Connecting Faith and Finances in the South Metro
Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I have two offices that are centrally located to help serve people in the south metro area.
As a Financial Consultant my goal is to develop life-long relationships with my clients and their families, staying in regular contact providing account information and updates. I take a holistic approach, advising my clients to make financial decisions based on their personal values and multidimensional goals. I feel that working together to put a financial strategy in place that helps you feel confident your future needs will be covered, is crucial.
I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of extended care, death, and disability
- Charitable giving
- College planning
If you are interested in learning more, please call or stop by one of my offices listed below.