Every day I get to make a difference in their lives and help them achieve their hopes and dreams! As one of my clients told me recently, “you really care about my family and our future, not just the returns”…it is that relationship with my clients that I value, and will work tirelessly to provide guidance and holistic solutions within a relationship of trust and integrity.
As a Certified Financial Planner®, I help people achieve their hopes and dreams by partnering with them to navigate markets and financial concerns. I work with clients using a team approach with specialists skilled in every facet of wealth management and adhering to the fiduciary standard. Each client’s solutions are customized, and we utilize specific strategies to target growth, mitigate risk, and address taxes. Because we are an independent firm, we are not bound to any products or companies, so I can truly act in my client’s best interest.
I believe it is the “why” of wealth that matters most to my clients, and I am known for being able to make the complex world of finance and investing understandable. When difficult times or decisions arise, I’m confident that I have addressed the issues that can make or break a plan and my clients can have peace of mind through life changing events.
We provide: * Investment Management* Financial Planning* Retirement and Income Planning* Tax Planning* Estate, Wealth Transfer, and Trust planning* Philanthropy* Business planning and Retirement Plans*
•The Ohio State University Fisher College of Business •Miami University
(Firms and opinions presented should not be construed as an endorsement or recommendation by Juncture Wealth Strategies, LLC (JWS), a registered investment adviser. No advice may be rendered unless a client service agreement is in place. JWS does not provide legal or tax advice)