Passion. Knowledge. Expectations.
Passion drives me.
Each one of us has an underlying desire to work toward a passion or craft. I am passionate about creating positive financial outcomes for those I serve. Striving to become better every day by seeking more opinions to ensure the highest professional standards.
Knowledge guides you.
Through our education, guidance, and ongoing discussions, your ability to take on financial challenges and goals will grow stronger. I want to ensure understanding and transparency are always part of the process so you are confident in tackling your goals. I will be there to discuss information every step of the way, and always feel free to ask questions. Asking questions helps me become a better provider to you.
Expectations exceeded together.
Honesty and disclosure of financial situations will promote collaboration and efficiency in your financial plan, tax, or investment situation. Many times a simple conversation can save hundreds to thousands of dollars. Having a trustworthy fiduciary on your side will help you make the best financial decision in the situations that shape your future.
My Story
My first experience of the power of investing came when I was a student in high school. Like most students you found yourself bored due in part to lack of enthusiasm shown by the teacher, and minimal workload. So, my friend and I started searching the web. We stumbled upon an investing simulator website and signed up with a hundred grand each. In our short period, we didn't earn extraordinary returns by any means, most of my stocks were blue-chip stocks. A year or two later though, I logged into that same account and saw the accumulation from just being invested and it blew my mind.
Growing up with entrepreneurial parents I saw the power you could have over your destiny. As with any business owner, many times there are significant setbacks due to factors largely out of your control, but how you respond and adapt to those changes is what defines your ability to thrive in any situation. My initial approach in schooling was that accounting would help me understand the fundamentals of how a business operates. Later, through both experience in accounting and education. I felt I gained the knowledge sufficient to my liking and passion and searched other fields.
Midway through university, I took an Intro to Financial Planning course out of curiosity. Although this class just brushed the surface of financial planning. It gave me the drive and motivation to become a Certified Financial Advisor and be an entrepreneur and an influencer in my community. Directly impacting those who need and seek assistance.