FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
446 Third Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help you better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Certified Financial Planner™
As a financial planner, I want to improve the lives of my clients. My parents are both professors, and I am passionate about educating and empowering clients to make smart financial decisions. I continue to learn and educate myself by...
Client Service Specialist
I have worked in the financial industry for more than twenty years. I place an emphasis on helping our clients with prompt and efficient service. If you have any questions, just let me know.