About Our Financial Consultant Firm
Helping individuals take control
Working as a financial advisor with Aureus Wealth Management, I have been in the business of helping individuals plan for their retirement for years. Dedicated to being the advisor that you can rely on, I pride myself on my extensive knowledge and professional experience.
Backed by more than a decade of experience with financial and retirement planning, I make it my goal to give you confidence while helping you plan for a successful financial future. As one of the top performers at Aureus Wealth Management, I make it my priority to put your needs first. Having worked for Wells Fargo and other private services, I am able to say with confidence that at Aureus Wealth Management, you get a financial consulting service like none other.
Operating independently, it is my greatest pleasure to help you plan for your future. Qualified to assist with a variety of planning, investment, and insurance options, it is my mission to provide clear, easily understood options and services. Dedicated to superior service, I work closely with you to ensure that your future goals are not only attainable, but will allow you to live the lifestyle of your choice. As a recognized private client advisor, I believe in forming long-lasting relationships with each one of my clients, helping with the planning process of your entire financial future, including elements such as your retirement sustainability, 401k plans, college planning, estate, social security income advisory and more.
Your financial security is of the utmost importance. You deserve a dedicated financial advisor who will put you first. I look forward to helping you. Together we will establish a successful plan.