As a Investment Adviser Representative of Voya Financial Advisors, I am dedicated to providing financial planning services to individuals and families from all walks of life. I believe that a person’s opportunity to work with a financial advisor should not be limited by their accumulated wealth but instead dependent on their desire to build a strong financial house to accommodate their hopes and needs.
I have been providing quality financial planning and investment planning services to individuals and businesses for over 8 years. I believe "quality" begins with education – I focus on helping clients gain an understanding of the basic principals of financial planning. I empower clients to take control of their financial future by helping them understand their protection, accumulation, and retirement needs. After setting future goals and establishing a clear direction, I monitor investment selections regularly and make adjustments as needed for life’s many changes.
As an independent representative, I am not driven by product quotas or sales objectives. I select products and investments based solely on the needs of our clients. My clients objectives are first and foremost in my decision making process. If you have any questions about your current financial situation or wish to schedule an appointment, send me an email or give us a call at 405-285-9464.
FINANCIAL SUCCESS STARTS WITH A PLAN!
Motto: Protect, Direct and Grow!