Q: What qualities do you think a successful financial advisor should have?
A: All financial advisors should be deeply committed to fiduciary standards—clients first, always. They should be honest, approachable, respectful and able to coach clients to meet their financial goals. The best financial advisors are good listeners, valuing clients’ perspectives over assumptions.
Q: What brings you the most satisfaction in your work?
A: I’ve always loved helping people. Whether guiding families to save for college and retirement, assisting newly divorced women in rebuilding financially, or advising young professionals on smart financial decisions, it’s so exciting to see people taking off on their next adventures.
Disclaimer: Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax-affiliated insurance agency.