As a financial advisor at Edgeworth Capital Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, I have over six years of experience in providing comprehensive and customized financial planning and investment solutions to individuals, families, and businesses. I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor designations, which demonstrate my commitment to professional excellence and ethical standards.
My mission is to help my clients achieve their financial goals and dreams, whether it is saving for retirement, cashflow planning, sending their kids to college, or leaving a legacy. I work closely with my clients to understand their needs, preferences, and risk tolerance, and to design a personalized financial plan that aligns with their values and objectives. I also leverage the resources and expertise of Ameriprise Financial, one of the largest and most trusted financial services firms in the country, to offer a wide range of products and services, such as investment management, insurance, estate planning, and tax strategies.