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 Financial and JWC/JWCA are unaffiliated entities
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.