I have been a Financial Advisor since 2010. I work with LPL Financial in Hermitage. Prior to joining LPL, I worked as a financial consultant. I have earned both the CERTIFIED FINANCIAL PLANNER(TM)(CFP®) and Certified Divorce Financial Analyst (CDFA®) professional designations. Using an established process, I build personalized financial strategies for my clients that strive to pursue their unique goals. I begin by taking the time to truly listen to my clients and assess their needs. I then construct measurable objectives that are comprehensively tailored to their circumstances.
Once the strategies are implemented, I continue to partner with my clients to inform them of any developments, address any of their needs, and keep them on track. Throughout the planning process, I educate my clients on their investments and provide ongoing advice to all parties involved. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys, and other trusted professionals, always keeping client information confidential.
