I have been in financial services for 20+ years and I'm dedicated to developing lasting relationships with all of my clients. I serve business owners, pre-retirees and retirees.
I'm a Chartered Retirement Planning Counselor, CRPC®. I have a Series 6, 63, 65 registration and my licenses to sell Life & Health Insurance, along with Long Term Care license. As a financial advisor with Clear Financial Partners, Inc., I offer a wide variety of investments, insurance and wealth management products & services that can help you assess your financial goals while developing a financial strategy with which you're comfortable.
Through various financial analysis software systems and a step-by-step process, I'm able to determine which services & solutions my clients may need in order to help them progress through your life cycles. I look forward to an open line of communication-based on trust, knowledgeable advice, and excellent customer.
We work from a place of mutual trust and respect developed by open lines of communication! When you combine that with knowledgeable advice, well thought out investments decisions and excellent follow-through; collaboration prevails! Your needs and goals will ALWAYS be the focus of our relationship!
Helping you minimize fear and confusion through solid financial service is our passion! If you anticipate a change in your lifetime—perhaps we should talk?
Oh, and don't put it off because LIFE, as with us and our clients have discovered--does NOT!
Securities offered through Lion Street Financial, LLC, Member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC, a Registered Investment Advisor.