I am a CERTIFIED FINANCIAL PLANNER® professional and I work to understand your unique goals and values, then build a strategy to help you achieve the things that are most important. Whether you are planning to build, utilize or transfer wealth, we have the tools and resources you need to accomplish your goals throughout your lifetime and as part of your legacy. Our branch team is ready to partner with you, providing education and coaching on your financial goals. Amanda McConnel has earned the Financial Paraplanner Qualified Professional® or FPQP® designation. She will assist with administrative support as we serve you and those important to you. We understand the complex needs of our clients, especially women, widows, divorcees and those entering or living in retirement. We partner with your tax, legal or financial professionals supporting your financial goals, while also providing access to resources from our own firm. In addition, having earned the Certified Exit Planning Advisor® designation, I value working with small business owners, and stand ready to be an integral part of your financial team. As committed members of our community, we strive to financially empower those around us through education, volunteerism, and mentorship. We believe in building a community where people don't just survive, but thrive. We hope you will consider us when building a strategy to live out your purpose.