As a financial advisor, a combination of my innate attention to detail, perseverance, and optimism help me serve my clients. I also love listening to people's stories to learn what is most important to them.
I especially love working with professional women who are actively accumulating their wealth, and are tired of feeling overwhelmed and unsure if they will reach their financial goals.
Using skills that I honed as an operations manager, first, I listen closely to learn what is most important to my clients. Then I build personalized strategies to help them achieve their goals. Perhaps most importantly - I help them stay on track over the years. This process gives my clients peace of mind and confidence about reaching their personal financial goals so that they can focus more on their businesses and all of the other things that they love.
There is no where that I would rather call home than Austin, TX. My favorite places to connect with the city, and spend time with my wife and son, are our greenbelts and local coffee shops.
Email me: email@example.com