I am an independent registered financial advisor. I integrate with mortgage and Real Estate professionals to deliver solutions to clients. If all parties are aligned in vision, we can work in synergy, increasing the effectives of a total planning effort. My business is built strictly by referral. I work the same way with my constituents. If I am not the best person to help, I will gladly make a referral to someone who is. All referrals will be respected, educated, and valued.