VP, Firstrust Financial Resources, LLC
I have a passion for helping others. In my career, that means implementing the right accumulation, protection and distribution strategies to enable my clients to reach their goals. As a CERTIFIED FINANCIAL PLANNER™ professional I believe in putting my clients first, and treating each client as family.
I am looking to build relationships with those that want to get on the right path to financial freedom. With nearly a decade of experience, I have seen the problems that retirees face today and am guiding my clients to better future outcomes. I help my clients navigate the complexity of taxes and utilize modern day solutions that will result in lower taxes paid in the future.
At Firstrust Financial Resources we have a team of specialists in all aspects of planning for individuals and corporations. Our team-based approach allows us to deliver effective solutions for tax-efficient accumulation, retirement income, insurance protection, and corporate benefits.
My commitment to my clients extends beyond professional guidance. I believe in the importance of aligning my clients’ financial goals with my own. Just as I strive to secure the financial well-being of my family, I work diligently to provide the same level of care and attention to each client that I serve.
