Certified Wealth Strategist
Certified Retirement Counselor
My experience as a Certified Wealth Strategist and Certified Retirement Counselor in banking has taught me to listen and learn from both my clients and my team. Through this, I can provide the financial advice needed to support those seeking my services.
No client is the same, so we tailor plans for each family instead of using templated plans other firms may offer. We use the latest software to achieve this as well.
My husband and I developed this business with the intention of building assets. With over 56 years of combined experience, we have garnered $260 million in assets under our management.
SmartBank • 106 Ecor Rouge Place. 251-901-3630