I help people align their financial lives with their personal values. Bringing 20 years of experience in financial services, I focus on building long-term relationships with individuals, families and small businesses, working to help them manage and grow their assets, achieve their financial independence and protect their economic security. I genuinely care for my clients, and that drives my commitment to educating them, helping them identify and address their financial planning issues, implementing and servicing their financial plans and continually monitoring their progress. Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisor. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.
- Mutual Funds
- Retirement Planning