On June 22nd, 1992, I started in the business as a Financial Advisor. I was attracted to the business because it allowed me to help people and solve problems when it came to money. Now, almost 30 years later, I feel it is a bigger calling. I still love helping people and solving problems. Today it takes on a different meaning.
Of course, as a Financial Advisor, I invest and manage money for my clients, as well as conduct several different types of planning. I also see it as a role that I fill as a Co-Steward standing alongside my clients.
Clients delegate to me the responsibility of helping them be prudent stewards over what God has given them. I take that responsibility very seriously.
What about you? Have you thought about working with a financial advisor? Are you working with a financial advisor and just don’t feel at peace?
Let's have a conversation! We can schedule a phone call where I get to know a little about you and your situation. In turn, I can tell you a little bit about what I do for my clients. Together, we can determine if what I do is a fit for you and your family.
To set up the phone call, either call Alyssa at 972 386-0384 or email email@example.com