Why I Became a Wealth Advisor

Why I Became a Wealth Advisor

My journey as a wealth advisor is fueled by a profound desire to make meaningful contributions to people’s lives. From early in my career, I knew I wanted to use my knowledge of financial services to create lasting relationships with people and guide them toward their financial goals.  Today, as a dedicated wealth advisor at […]

Building Wealth and Wellness: Health Savings Accounts (HSA)

Building Wealth and Wellness- Health Savings Accounts (HSA)

As healthcare costs continue to increase year after year, I often think about the most efficient way to not only pay for medical expenses as they occur, but also how to save for future expected and unexpected medical expenses. We are going to highlight the benefits of HSAs and clear up some common misconceptions. Health […]