Firm:
LongView Wealth Management
Job Title:
Senior Advisor
Biography:
My passion is to work with individuals to assist them in creating financial independence and wealth in areas ranging from education planning, retirement planning, estate planning and risk management. As a financial advisor, it is my mission to guide my clients to make wise financial decisions independent of the volatility throughout their personal and professional lives.
One of my greatest satisfactions as an advisor is knowing that each and every one of my clients can count on me for unbiased advice and a high quality of professional service. With the massive amount of financial information available at the click of a button, I believe my greatest value is to guide my clients through the process of making sense of this information and applying what is relevant. My ideal clients are committed to the goal of achieving financial independence, are ambitious and optimistic about their personal and professional lives, and are willing to form a mutually beneficial partnership with their financial planner.
Education:
BS, Finance, Clemson University
CRD Number:
0795984
Disclaimer:
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through LongView Wealth Management, a Registered Investment Advisor. LongView and Cambridge are not affiliated.