With more than 10 years of experience as a Financial Advisor and over 20 years in the financial services industry, I bring a proven track record of helping clients achieve lasting financial success. My expertise spans Financial Management, Asset Management, Sales, Coaching, Team Building, and Effective Communication.
I am deeply passionate about guiding families as they establish and reach their financial and retirement goals. To provide the highest level of service, I continually invest in my own growth through workshops, seminars, and professional certifications. This commitment allows me to offer well-informed, personalized recommendations tailored to each client’s unique needs.
At the heart of my work is a genuine care for my clients’ best interests—both today and for the long term. My mission is to empower individuals and families through financial literacy, while making a meaningful and lasting impact within my community and professional network.
Check the background of this investment professional on FINRA’s BrokerCheck
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc. a Broker Dealer, Member FINRA/SIPC to residents of: Maryland, Virginia, District of Columbia, Alabama, Florida, Georgia, Missouri, New Jersey, North Carolina and Wisconsin. Cambridge and Nirvana Wealth are not affiliated. Fixed insurance services offered through Nirvana Wealth.
For more information visit www.finra.org and www.sipc.org.