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Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an expert professional in your corner. It’s my goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.

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 Lets Work Together To Accomplish your Goals

My Clients

Helping investors from every background

Retirees &#38; Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. I will review your portfolio and financial trajectory to see how we can best serve you.

Request an Appointment

What I Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.


Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more I know about you, your finances, and your goals, the better I can strategize.

STEP

2

Strategize

I will map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? I will keep your financial plan on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

I would love to learn more about you and your financial goals. You can use the on-line form or call my office at 304-723-0068.

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