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With over three decades of experience in the financial industry, I bring a wealth of knowledge and experience to the table. My background spans various areas, including administrative services, banking, investments, insurance, estate planning, and advisory services. This diverse experience has equipped me with a deep understanding of the complex financial landscape.
In addition to my extensive experience, I hold a bachelor’s degree in business management. This academic background provides a solid foundation in business principles and practices, further enhancing my ability to provide sound financial advice.
My dedication to building strong relationships with my clients is evident in my ability to listen attentively and connect on a personal level. I believe that by understanding your unique circumstances and goals, I can provide tailored solutions that address both your financial needs and emotional well-being.
Licenses
- Series 66
- Series 7
- Insurance Producer
Education
- BA Business Administration
"Let's build the bridge to where you want to go"
I am committed to helping clients achieve their goals through personalized, meaningful connections. I prioritize understanding each client’s unique needs to create tailored financial solutions.
Investment advice, planning and protection
What is a Financial Advisor?
So, is a financial advisor worth hiring? Here at Money Concepts we sure think so!
Advisors are trained to look at the risk in your investments and help you gain an edge in financial decisions. Hiring a professional can you reach your financial goals and organize your business matters. Additionally it could save you more money in the long run than the fees for the advisory.
Here are some reasons to hire a financial advisor:
- Prepare for retirement. An advisor becomes more necessary as age progresses and we grow more complex portfolios. As we lose cognitive focus and function it is important to have another party to help with financial decisions.
- Face the unexpected. Say your spose or loved one passes who handled complex financial decisions and you are left to figure it out. You are not alone, you should hire a financial advisor.
- Plan for the future. You are having a child and would like to start an investment account you can count on for college. You want to make sure you have a life insurance policy for yourself to take care of your child upon your passing. Estate planning is much easier with a friend in your corner.
- Understanding investment products and services. Savings, cash and credit accounts can be confusing. A financial advisor could clarify and help utilize these products to your advantage

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The joy of retirement comes in those everyday pursuits that embrace the joy of life; to experience daily the freedom to invest one's life-long knowledge for the betterment of others; and, to allocate time to pursuits that only received, in years of working, a fleeting moment.
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Retirement Planning
Whether you are just starting out or nearing retirement, proper planning is essential. Our process combines strategies to navigate the journey and asset accumulation but also addresses the most overlooked elements. True wealth is more than the money in your portfolio. It needs to provide focus to life matters such as purpose, family, estate, and legacy.
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Why Choose Us?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.