My focus and passion is about helping people understand that life can be challenging. It is not a matter of IF life will throw you an emergency that will take place one day, it is a matter of WHEN will it happen and HOW prepared are you going to be financially. Realizing, it is a choice how we save and spend our money that will determine financial success.
We are a financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I will offer you a road map that will customize a financial program, that will walk you through a step-by-step process to execute and help you feel confident in your decisions. I believe you will be better able to identify your goals and make sound decisions by allowing us to educate, build relationships, and provide sound financial information.
I believe in helping you assess your financial goals.
One of the benefits of working with SmartPro Financial is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that I provide is a roadmap to working toward a more secure financial future.
I am looking forward to partnering with you in your financial success and developing a lasting relationship.
In addition to my affiliation with SmartPro Financial, I am proud to be a Dave Ramsey SmartVestor Pro.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.