107 Cass Street, Suite D
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Entered the Financial Planning industry: 2003 Became a Tax Preparer: 2003 Financial Counselor Training through Dave Ramsey’s organization: 2008 Certified Financial Planner™: 2012 Certified Kingdom Advisor®: 2016 G.A....