I have been with Hefren-Tillotson, Inc. since 1999 and work hard to give our clients a high degree of confidence based on trust and our MasterPlan. Along with my team, I assess current assets, make recommendations, execute strategies to achieve specific goals, support efficient wealth transfer across generations, and communicate with our clients throughout the process. I feel confident working as a team we give our clients a clear understanding of where they are in their financial lives. This approach also helps clients maximize the potential of their wealth and spend more time enjoying the achievements of their life and hard work.