Webmaster2020-07-24T16:52:45-05:00
Speaker Bio:
When I opened my practice, I decided to create a collaborative environment where my clients could learn about their options, weigh the choices presented and not feel pressured to buy a product or service.
I am a Financial Advisor and a Certified College Planning Specialist with Thrivent. My expertise is in retirement planning, college planning and insurance.
My passion for college planning started while doing retirement planning when I found that many of my clients were still carrying debt from either...
