My mission is to work with clients to understand their personal financial goals and build a financial strategy together. In my role at Wealth Advisory Group, I educate my clients, and provide financial solutions designed to generate wealth, maximize the value of their assets, and enhance their quality of life – all while protecting their financial balance.
Being surrounded by friends and family members who were not properly educated on their finances, encouraged me to be begin my career at WAG. Building trustworthy relationships with my clients allows me to establish a financial strategy that creates as much certainty as possible in their pursuit of their goals and their care for the people they love.
Outside of work, I enjoy spending time with family and friends, playing golf, and doing projects around house.
If you’d like to find out more about what I do, want to talk sports or just have a conversation, please give me a call at 516.707.0242. or shoot me a message at firstname.lastname@example.org.
Financial Representative of Guardian