I played soccer for 17 years before hanging up my cleats at my alma mater. Over those years, I played every position on the field and became an impact player wherever my team needed me most. Being an athlete taught me the importance of discipline, and more importantly, it taught me to fulfill my role as best as I could for my team.
Although no longer on the field, I strive to make that same impact in our communities through my financial practice and partnership with Synergy Wealth Solutions. As a non-captive professional, I am able to use a wider variety of resources to meet a client's unique situation. If I don't have an answer to your question, I will find one.
Along with a team of professionals, I offer knowledge and guidance to help my clients achieve their financial goals. With each life milestone or bump in the road, a client's situation can change. My goal is to have lasting relationships with every client to provide an elevated level of attention, detail, and priority to what matters to them now and in the future. Getting to know my clients individually is essential for helping them achieve financial freedom. I welcome the opportunity to meet you and see how I can be your resource.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future, or simply looking for insurance protection, I promise a new level of attention, care, insight, and capability.