LPL Financial Advisor
Financial advising is all about relationships. Previous to becoming an advisor, I had worked in a variety of business sectors as an entrepreneur and professional accountant. The older I got, the more I saw how the industry was driven by bottom lines. I wanted to change that. Since then, I have created the Montane Group, an investment practice based on relationships rather than just bottom lines. I know that finances are personal, and my team and I work diligently to incorporate our clients into every part of the investment process. My role as your advisor is to listen, educate, and collaborate. Through our affiliation with Waddell & Reed, we serve clients across the country with no shortage of resources. But without losing our personal touch! I believe my clients know that they will leave every meeting feeling heard, informed, and empowered. Together, we form a community that comes from all walks of life but with the common goal of compassion and connection.I would love to hear about your financial goals and talk about how we can help get you there. So let's talk!