As a financial advisor, I focus on building long-term client relationships by offering education, advice, wealth management, along with comprehensive financial and estate planning to individuals and small businesses. I listen carefully to my clients when discussing their financial needs and goals. Then with the help of many resources offered through Baird, I find solutions that can help solve for those needs all while providing ongoing support through consistent communication and reviews as clients navigate lifes many changes. I enjoy the personal relationships that Ive developed throughout my career and love helping clients by using my access to technology and numerous investment solutions. I do not offer a cookie-cutter approach to wealth management. Some of the specialties I focus on, but not limited to: Retirement Planning & Income Strategies Portfolio Management & Asset Allocation Strategies Trust, Estate, & Legacy Planning Charitable Gifting Strategies Life & Long-term Care Insurance. Planning & Review. Small Business Retirement Accounts College Savings Fee-based Account Management Ongoing Educational Support and Assistance Contact Information: 859-514-6431