Our philosophy is that each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them. As partners in ATA Financial Group, this personalized approach to financial planning is an enormous source of fulfillment.
Working in the financial services industry since 2007 taught me that some of the most valuable personal items are health, family, and having the freedom to surround yourself with people who elevate you in every way. I’m a natural helper and I enjoy being able to pass on my knowledge of finance to my clients, so they can make more informed decisions. There’s nothing more satisfying than helping people gain financial knowledge and feel more at ease with their financial strategies. I love that my career allows me to help people get a better handle on their finances and feel empowered to make better decisions.
Along with a substantial inclination and accreditations in financial strategy, I also developed in the field of Cash Flow Specialization and gained the designation of Certified Executor Advisor. Combined, these credentials go further to help clients reach the finish line after years of saving and planning. My goal is to create long-lasting client relationships and work with people who are wanting to achieve true financial independence for themselves and future generations.