FAQs
- What is your typical process for working with a new customer?
I want to understand what is important to you, what keeps you up at night. I want to understand your current financial situation so we can set up a process to guide you to where you want to be and what you want to achieve.
- What education and/or training do you have that relates to your work?
I have earned an MBA in financial management I have worked in budgeting, forecasting, operations, and human resources for over a decade. I have been a financial adviser for approximately five years