General Info

I believe my most important role is to help our clients pursue their lifetime financial goals. These goals are very personal and unique to each individual or family. One of the advantages of being a Financial Advisor with Longview Wealth Advisors is our access to a broad range of financial tools to help choose what may work for our clients. There is no "Investment of the Month", or quota to meet. Our objective is creating a customized financial plan that the client understands and believes in.