I am excited to join Horizon Credit Union and share my passion for helping people achieve their life goals. I have more than 15 years of experience in wealth management and financial planning. I work closely with members to build comprehensive financial strategies covering investment planning, retirement preparation, tax-efficient strategies, and risk management.
What genuinely motivates me is helping people wherever they are on their financial journey. I'm equally passionate about clients just starting out and those with substantial wealth and complex planning needs. Financial guidance shouldn't be reserved for those who've already "made it" — everyone deserves a trusted advisor who takes their goals seriously, no matter what the size of the account.
I'd love to help you with your financial journey, wherever you are on your financial journey. I'm here to listen to and help you build a plan with confidence. I'd welcome the chance to meet with you.
Securities offered through Cetera Wealth Services, LLC, "Cetera"), (member FINRA/SIPC). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Insurance products are offered through Cetera, or its licensed affiliates. Horizon Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of Cetera
may be employees of Horizon Credit Union. Securities and insurance products and services are being offered through Cetera or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union. Securities and insurance offered through Cetera or its affiliates are:
Not Insured by NCUA or Any Other Government Agency/ Not [Credit Union] Guaranteed / Not [Credit Union] Deposits or Obligations/ May Lose Value