"I HELP PEOPLE CREATE THEIR DREAMS THROUGH FINANCIAL PLANNING."
After beginning my career in a business built on selling products, I discovered that most of the financial planning industry is built on a broken model. Advisors inside of most companies are required to focus on strategies that make the most money for the business. It's harder to help clients with what they truly need when your boss is constantly focused on selling them products.
So, I joined a group of advisors who had the same struggle. We formed Strategic Capital around our values. And this is how I now deliver a range of financial expertise and strategies, tailored to the individual needs of clients like you.
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you and your family.
Strategies customized to your goals
When you select benefits, it's important to have a specialist who's intent on maximizing the value to your business. Business and HR leaders can sleep better and focus on their roles with the help of me and my team. We take your responsibilities as our own.
The strategic benefit choices put the people in the business front and center. I help you do this by navigating the benefits the marketplace with attention to the regulatory landscape. This empowers you to guide strategic decisions with confidence.
In the right context, the company is a powerful vehicle. Through strategic benefits selection it goes beyond a vehicle for employees to serve a marketplace. It also becomes a point of leverage to access benefits products with the advantages of a team.
Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.