MEMBERS Financial Services

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

1. Wealth accumulation during your working years
2. Security and independence in your retirement
3. The transfer of assets in the most advantageous manner

Aspiring to be our member’s primary source of financial planning and decision making is what drives me in business every day and it is my privilege to do so. Together through education, implementation, and scheduled tracking we design needs-based plans that will adjust per your particular situation in order to grow to fruition. Whether you are in the accumulation process of growing your wealth, looking for a financial plan for a particular goal such as retirement, or you are in the distribution phase and looking to maximize income with the comfort of knowing you will never run out of money, let us help. Let my team utilize the tools and resources we have available, along with my 20+ years of experience, and take the financial uncertainties out of your future.

With an extensive background, that includes a military career and private sector experience, I'm able to help people achieve their goals. Together, we can develop a financial plan that aligns with your specific needs, experience and time horizon. Your customized plan will focus on your financial goals, which can include:

1. Building wealth during your working years
2. Appropriate solutions to assure security and independence in your retirement
3. The transfer of assets to your loved ones in the most efficient manner