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MY COMMITMENT TO YOU

With the support of Stratos Wealth Partners and LPL Financial, my commitment to you is to use every resource available to me to provide you with professional advice that is solely in your best interest. Education and personal service is of the upmost importance and my constant goal for my clients. 

GUIDANCE

Business owners and individual investors face a wide array of often-conflicting financial concerns from preparing for retirement while providing for a child’s education, to growing and protecting their business interests and estates.

My goal is to simplify the complexity that comes with managing multiple financial considerations. I fulfill your need for competent, objective financial guidance, allowing you more time to devote to business, family and your personal passions.

EDUCATION

To guide you in the financial decision-making process, I answer your questions and provide all the resources you and your family require to make educated decisions that will serve your best interests.

I take the concern and ambivalence out of the financial decision-making process, replacing it with the clarity and confidence you seek. That’s the kind of knowledge that puts you comfortably in control.

ADVICE

Through Stratos Wealth Partners, which has access to independent research on the economy and the markets, allows me the freedom to offer objective financial guidance and impartial strategies to the challenges of wealth accumulation and management, helping to ensure the advice you receive is right for you.

TEAMWORK

As a wealth management professional, I bring organization across all aspects of your financial life. An important component of that is working closely with your other advisers, including tax professionals and attorneys. My goal is to develop the most appropriate solution for you in a holistic and comprehensive manner.