As a Vermont native, I care deeply for the community I serve. One of my biggest passions is helping others, and I do this through humanizing investing. We have an emotional relationship with money and logic can go out the door in times of stress or life changes. That is where a financial advisor can provide value. My goal is to get to know you! What are your passions? What is most important to you? What does retirement mean to you? Have your retirement plans changed lately? Do you know how much money you will have available to spend each month in retirement? I can help you refine your retirement strategy, taking an in-depth look at all your retirement accounts. By looking at the big picture now, I can help you make sure you will spend retirement on your terms and with as few surprises as possible. We will then partner together, throughout your life, to help keep you on track. Contact me today, and we can start planning for your future. On a personal note, I grew up in the North East Kingdom, and currently reside in Lyndonville. I love my community and enjoy raising my son in the beautiful NEK and all it has to offer. My fianc, son and I love to spend time together as a family, and in the summer, we can often be found on the golf course. My family is what motivates me to do what I do. One of my priorities in ensuring that my community has access to free financial education. I do this through monthly webinars, choosing a different topic each month. Please contact me to get an invite to our next meeting. 