As a Financial Consultant with Castle Wealth Advisors, I am responsible for preparing financial plans that help our clients meet their needs and reach their financial and life goals. I start by understanding what is important to our clients and gathering information on their currently held assets. I then work closely with the CWA team to develop and provide sound financial advice designed specifically for that client. I work hard to find financial solutions that are tailored to each specific situation. I take pride in helping others and do so in an ethical and moral fashion.
