Welcome to the PFG team. We are so excited to have you!
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