What I Do and How I Can Help

My business is different from other businesses in a few ways, but perhaps one of the main differences is how it grows and flourishes. Simply put, my business runs on referrals, and I am grateful for them.

Your generous referrals are especially important because of a strange rule in the financial services industry. Did you know that because of regulations in my industry, sharing or advertising testimonials from clients is strictly prohibited? Because I can’t use or ask for testimonials, referrals are especially important in building my business.

How Important is Financial Health?

Luckily, I’ve been fortunate to work with a wide range of clients who do refer their friends and family to me. Like many people, I have a desire to help others. If you ask most people how important financial health is to them, many people will rank it near physical health at the top of their list. But how much time each month do people spend working on their financial health?

I chose to become an independent financial advisor to change that. If you have a friend or family member who has questions or needs unbiased advice, I am never too busy to help them. Please take the time to share the below information with your network. If you’re a client and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from my services. Learn more now.