As a Sr. Wealth Advisor and Sr. Vice President at VeraBank, I leverage my 28 years of experience and CFP credentials to help my clients achieve their financial goals and secure their legacy. I listen and understand their needs and preferences, offer knowledgeable advice, and provide a level of personal service that exceeds expectations.
I partner with a team of seasoned professionals who specialize in customized investment management solutions, fiduciary services, private banking and wealth advisory solutions.