A new type of financial advisor for a new generation. I have an integrated approach to wealth management. I place a large emphasis on estate, tax and financial planning when working with my clients. Many advisors focus solely on your investment portfolio. While important, it's critical for your overall financial picture to consider all facets of your life. That's what Higher Impact Financial is all about!
I've walked through all sorts of market downturns the last several years and am equipped to help you with investing for the long-haul, even when things seem scary.
I utilize a digital estate planning tool called Wealth.com for helping clients navigate the process of creating an estate plan.
I work part-time for an accounting firm that can help you with your tax needs.
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Specialties and Expertise
3
Tax Preparation
Trust Services
Portfolio Construction
Clientele
4
Business Owners
Inheritors
Teachers
Nurses
Credentials and Designations
1
Series 66 - Uniform Combined State Law Exam
Education
1
California Baptist UniversityBachelor of Arts - EnglishYear Obtained: 2012
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