As a Certified Financial Planner professional, I want to make a everlasting positive impact on clients’ lives, hopes, and dreams. My long term goal is to build a practice consisting of professional with young families and to create a close client relationship that get my direct number, not customers that get 1-800 numbers. With 10+ yrs experience and network of professionals I can solve the most complex problems with an easy, thought out solution that can help achieve your unique goals.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.