To fulfill my values and philosophy of partnering with clients, I took two steps. First, I learned that Joslyn Ewart was seeking a partner to join her in her boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophy of creating a better experience for clients were beautifully aligned. Second, I completed my Certified Financial Planning™ credential.
Perhaps because I grew up surrounded by a family business and became a business owner myself early in my career, I developed a unique expertise and enthusiasm for assisting other business owners and entrepreneurs. Today, my Entrust team and I find great fulfillment in helping clients achieve all that is most important to them.