First Appointment

To assist in your preparation for meeting with us, please come ready to potentially discuss the following:

  • Current financial situation
  • Employment status, income, savings, investments, debt, etc.
  • Financial goals and aspirations
  • Your employer benefits
  • Any investment planning you've already done

What to bring:

  • Completed Envision® Worksheet
  • Recent statements for financial accounts - retirement plans (IRA, 401k, pension, etc.) and investments
  • Information on existing Wills, Trusts, or Insurance policies
  • Any other information or items you deem to be relevant to our conversation


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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck