MY APPROACH
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Small Town Values, Wall Street Expertise.
For many, understanding and managing their investments can be both intimidating and at times, confusing.
But it doesn’t have to be.
I will work closely with you to understand what’s most important to you and your family. My goal is to simplify the complicated and design a tailored, comprehensive financial strategy aimed at achieving your goals.
Built on the principles of integrity, flexibility, commitment and kindness, I will strive to deliver a comfortable and personalized experience at every opportunity. At CWA, I work with a team of professionals with over 150 years of industry experience, that I can call upon to help each of my clients achieve their financial goals.
Our Core Values
True Independence
Taste the Difference of True Independence
I am entirely independent and unaffiliated with any particular investment or insurance company. Working with Cambridge Investment Research, Inc. an Investment Advisor Representative, I have the freedom to present specific strategies regardless of the company developing the products and services and allowing me to provide you with what you need to feel secure.
At CWA I have the complete freedom to choose.
I offer some of the best products from the vast array available to me. This wealth of products not only provides you with the most individualized services and advice in the marketplace, but it also fosters a healthy level of competition between corporations to create the competitive products for you.
Once a plan of action is in place, I will monitor the portfolio for the duration of our relationship to ensure that the investments and the course of action remain pertinent.
Understanding that no investment exists in a vacuum, I have an entire team of professionals at CWA with over 150 years of collective experience that I can call upon for advice and recommendations for additional support.
While some advisors experience corporate pressure or have a strong relationship with a particular investment or insurance company, independent advisors don’t have these limitations and always work with your best interest in mind.