FAQs
- What is your typical process for working with a new customer?
Our typical process is to gather information about our clients' Hope's and dreams. Plot a starting point, and build a plan for success from there. We present the plan and options to the client & implement neccessary strategies to achieve the goals.
- What education and/or training do you have that relates to your work?
Bachelor's degree in accounting & 5 years of planning experience.
- How did you get started doing this type of work?
I was an ASE Certified Master Technician for over 20 years. I owned my own shop and had gone back to school for Accounting. I hurt my back and could no longer perform the physical work. So I began putting my degree to work. Through building that business I met some financial planners and began to look into that industry. After my father passed away I began in the industry to help others not have to go through the same struggles we faced.