Financial Planner at
Strategic Financial
Years of Experience
8 years
Number of Clients
60
Average Client Size
$100,000
Member Since
2022
I'm passionate about helping clients build financial plans that combine smart investing with protecting what they've built, so they can live with freedom, flexibility, and control.
My ideal client is a successful professional or business owner who values long-term relationships, wants clarity and confidence in their financial future, and is open to integrating investments and insurance to build a secure, tax-efficient retirement and legacy plan. They're proactive, family-oriented, and ready to make informed decisions with a trusted advisor.
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Master's Business Administration
Obtained in 2017
B.S. Economics and Finance and B.S. International Business
Obtained in 2016
Advisory services offered through United Advisors Group. Strategic Financial and United Advisor Group are not affiliated. Investments are not FDIC insured, may lose value and are not guaranteed by the financial institution.
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