About I have a knack for connecting people and resolving problems. I have had a wealth of experience in different capacities with Exemplar and as such bring a lot to the table. I have worked with advisors from seasoned professionals to beginners, I tend to see situations from a multi-dimensional view and believe this is a great asset when it comes to helping people build a strategy for their financial future.
I like working with clients to get their financial house in order and build a plan to help them work toward their goals. Without a plan we are like a rudderless ship at sea, working with clients on their financial plan or advisors on their business plan is like affixing a rudder to a ship to get pointed in the right direction.
The clients I most enjoy working with are those who have a vision for a future that is better than their past. They see themselves in a life beyond their work, enjoying the fruits of their labors. I enjoy helping them build a plan and set their sights on the future, giving them a purpose to reflect on the decisions they make today. At Exemplar our financial advisors are our clients with goals, dreams and aspirations and I thrive on helping them pursue their dreams as well.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above.
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For a list of states in which I am/we are registered to do business please visit www.ExemplarFN.com.