Clients call me first when they have questions about our financial planning software, eMoney. I am always available to collaborate with our clients to maximize their financial potential. Through our financial planning software, clients can see a holistic view of their financial picture. I'm also fully licensed to support clients in the accounts under our management. Often, if a client would like to transact or trade in our managed accounts I process those orders. Clients know me as tech-savvy, detail oriented and goal focused. In my off time, I'm an officer in my local community garden and an avid non-fiction reader.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.