I'm a financial planner who partners with others who want to make an impact in the community and the world! I provide education, clarity, and an objective approach to making financial decisions and achieving your goals. I work with The Main Street Group, an independent advisory firm offering estate planning, investment advise, tax planning, insurance, wealth management services, and holistic financial planning. By aligning myself with The Main Street Group's core values I pride myself on building relationships with my clients before we discuss money matters. My understanding your goals and dreams allows me to create the best financial road map to get you where you want to go.
You will find that we pride ourselves on making improvements in your lifestyle, and that real financial interaction goes far beyond selecting stocks, bonds, and mutual funds. We invite you to sit down with us, have a glass of wine, and discuss what effect this concierge level service could have on your life.