Priority Financial Group

After an incredible journey at Vanguard, I am excited to share that I have taken a bold step forward in my career by launching my own financial planning practice. I am grateful to the PFG Team for making it easy for advisors like me to go independent and build something truly special. In the coming days, I will unveil the name of my new business along with a brand-new website. What I can share now is that my mission remains clear: to offer independent, compassionate financial advice that is truly personalized. By focusing on the unique values and goals that drive you and your family, I am committed to delivering thoughtful, tax efficient portfolio management with a personal touch. This move allows me to dedicate more time and attention to each client, providing the kind of customized service that is not always possible in larger institutions. With fewer clients, I can focus on what truly matters, your financial well-being. Whether optimizing your investments, navigating complex tax scenarios or planning for future generations, I am here to help you every step of the way. I am eager to leverage the industry’s top tools, technology and strategies to ensure you are ahead of the curve. My goal is to build long-lasting relationships where your financial goals aren’t just met- they are exceeded. Stay tuned for the official unveiling of my new practice! In the meantime, I am excited to be part of the PFG team and would love to connect with you. Whether you are curious about what’s next or just want to catch up, feel free to reach out. #NewChapter #FinancialFreedom #WealthManagement #IndependentAdvisor #ClientFocused #FinancialWellness #PFGTeam

Many of you know I spent years as a financial advisor in the corporate world. While I gained invaluable experience and had many positive moments, I often felt a pull towards a more independent path. For a long time, I dreamed of leaving the corporate environment to focus more directly on my clients and their needs. Starting my own RIA seemed daunting—I wanted to prioritize client care without getting bogged down by compliance, billing, and technology decisions. The idea of going it alone was also quite intimidating. That's when I discovered Priority Financial Group (PFG Advisors), and it was a game-changer. Now, in my role as a relationship manager, I help independent advisors with practice management and guide those wanting to transition to independence. Additionally, I manage a small book of clients, allowing me to stay connected to the core of our profession. Some of the fantastic benefits of PFG include: - Comprehensive back-office support. - Cutting-edge technology and tools designed for financial advisors. - A supportive community that fosters collaboration. - Optional benefits such as healthcare and 401k plans. At PFG, we offer three unique ways to affiliate: 1. As an independent advisor: Enjoy the freedom and resources to grow your practice. 2. With lead support: We can connect you with a credit union to help you gain new clients. 3. As an employee of a credit union: Benefit from the stability and resources of a credit union team. If you’ve ever considered a similar journey, let’s chat! Whether you're exploring independence or looking for new opportunities, I’d love to share my experience and discuss how PFG Advisors could be the right fit for you. And for my friends who have started their own RIAs, if you’re realizing that running your own business is a huge administrative burden that takes you away from what you really love doing, we may have solutions for you too! Feel free to message me here on LinkedIn or give me a call. Let’s connect and explore the possibilities! 📞 #FinancialFreedom #RIA #FinancialAdvisors #Independence #PriorityFinancialGroup #ClientFirst #CareerJourney