As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it’s planning your retirement, funding a child’s education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your financial goals.
I believe in building long-term client relationships. I take the time to listen to you, fully understand your financial needs and goals, and work with you to develop a personalized financial strategy. I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.
Drawing upon Parsonex Financial Services extensive resources and capabilities, I can help you address all aspects of your financial life.