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About Us

FINANCIAL PLANNING & CONSULTING SERVICES

Dream, Plan, Enjoy

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Business Description


Our Primary Purpose

Knowledge is key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help you achieve the financial future you desire. I pride myself in getting to know each client in order to understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Experience

As a Project Management Professional, former leader in the oil and gas industry, and son of a small business owner, I have a unique perspective of the business and personal needs ranging from major corporations and executive organizations to family owned businesses and individual clients. Combining my skillsets in team leadership, engineering, and asset management with experience in business development, revenue growth, and financial profitability, I am well positioned to help you meet your financial goals.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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