I originally started off college in a 8 year MD program and planned on being a doctor like the rest of my family but I had a real passion for finance so I switched 2 1/2 years into my program to pursue this passion. What I did love about medicine is that you got an opportunity to help others every day and make an impact. Financial Planning and Wealth Management was an opportunity to merge my passion for finance and helping others. Financial Planning means different things to different people depending on where they are in life and what they want to accomplish. I specialize in working with physicians, dentists and business owners due to my background and interests.
Edward Jones is the largest Brokerage company in the US by number of Advisors. We are in the US and Canada. We work with serious long term investors in all aspects of Financial Planning
I understand the complexities of today’s lending environment and will help you navigate through the mortgage process from preapproval all the way to the closing table and beyond. I look forward to helping you with all your mortgage needs. Whether you are first time home buyer, purchasing your dream home or investment property, refinancing an outstanding loan, or consolidating debt, the team of highly experienced team which I am a member, are here to help you take that first step toward a financial solution.