We work with people to align their financial goals with their investments and manage their portfolios for them. I sit on our investment committee where I help build client portfolios, manage risk, and communicate with clients our investment philosophy. We work with families, individuals, nonprofits and retirement plans to manage their money in a way that helps them achieve their goals through long-term planning and a sound investment process. I'm a Certified Investment Management Analyst professional. Securities and investment advisory services offered through BCGM Wealth Management, LLC, a SEC Registered Investment Adviser.