I have been in the industry since 2008. I am a CHFC and gearing up to sit for the CFP. I believe that continual education is prudent to success in my practice and in assuring my clients get the best advise. I also believe that advise is best when working off a financial plan and that all clients deserve one. I'm looking to continue building my practice with active clients that we enjoy working with and where my team and I make sure that they are achieving their goals and dreams though comprehensive financial planning. We have clients of all ages but enjoy helping client design and manage through the distribution stage.