I help medical professionals and their families that are doing well in their careers, are starting to earn more, and possibly even have money left over after they pay rent and Netflix. However, they are concerned because they don't have proper protection around their income or are worried they are not doing everything they should to plan for their future.
I take an uncommon approach to making decisions around money, and work to achieve financial balance in the lives of my clients. After graduating from the University of Wisconsin's Personal Finance Program, I joined the team at Third Coast Advisors, serving individuals, families and small businesses throughout Wisconsin and Northern Illinois.
Registered Representative & Financial Advisor of Park Avenue Securities