I have been serving and educating individuals and families for OVER 20 years in the finance industry.   My passion is to come alongside clients and provide individualized attention to the smallest of details – regardless of the size of your retirement account.Because of this, engaging with people and investing in their life’s journey is at the heart of all that I do.  I believe we have an opportunity and a responsibility to leave the world a better place and positively impact the lives of the people we come in contact by joining them in their journey, traveling alongside them, and helping them get farther down their path.