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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Financial Advisor | Ex-Pro Ultimate Frisbee Player | Troy University Alumnus | Analytical planner for STEM Professionals, Pre-Retirees, & Retirees
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and goals. I'll listen to what's important to you and design a financial plan to make it happen.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4