Life and money go hand in hand. I am with you through it all. First, relationships – not spreadsheets – are the foundation for everything we do together. And there is no robotic formula for building relationships. Second, everyone is different. With 25+ years of experience, my approach is client-led and client-focused. The process I follow is based on where you are in your lifepath. This isn’t about collecting more money and buying more stuff – it’s about using money to get more out of life.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Full Circle Financialand JWC/JWCA are unaffiliated entities
The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating adviser. While Purse Strings maintains a listing process, it has a financial incentive to list as many financial professionals as possible to maximize its revenue.