I am a licensed financial representative. My business is focused on serving middle class families and small businesses. My approach begins with education and understanding the needs of the community, starting with simple and easy to understand financial concepts.
I understand the communities that I work with because I am part of that community and believe that everyone is entitled to learn basic financial concepts that can help them and their families to become and remain financially independent. By providing these communities with basic financial literacy, I feel a sense of accomplishment in knowing that everyone that I am privileged to meet with has been given the opportunity to make sound and informed decisions about their financial future.
