Over the years, many of my clients have referred me to their friends, family, and colleagues to speak with them about their financial needs and personal goals. I have always considered it both an honor and a privilege, as each client relationship is important to me. It is a responsibility I do not take lightly.

As a Cetera Investors representative, I pride myself in providing financial services with a “personal touch.” I take the time to understand the specific situation of each individual referred to me. I want you to feel good about your decision so let me explain how I work with each referral:

• The initial consultation is complimentary and can be held at their home or work, at our Cetera Investors office, or virtually.
• All conversations are held in the utmost confidence, whether or not we eventually work together.
• From this initial meeting, I will review the referral’s financial situation, develop investment strategies, and make recommendations. Then I let the referral make the decision whether to proceed or not.

If you know of someone, please include their name and contact info in the "Additional Info" section below. 

Contact us for a complimentary consultation or join our mailing list to keep in touch.