My goal is to provide my clients and business owners with professional guidance and innovative solutions that are right for them and for those who depend on them. I always aim to achieve an unequaled standard of excellence in my profession by providing personalized value-added services and to ...more

My goal is to provide my clients and business owners with professional guidance and innovative solutions that are right for them and for those who depend on them. I always aim to achieve an unequaled standard of excellence in my profession by providing personalized value-added services and to become indispensable to my clients by assisting them in making educated intelligent financial decisions. I have always felt that the core of what I do for my clients, whether this is individuals or corporations, is guiding them toward their financial goals. Financial planning should be about planning first, and then finding products to fit that plan. Developing a financial plan: I will look at your complete financial picture and design a plan that fits your needs. When I create your investment portfolio, I combine extensive research, due diligence and portfolio modeling that results in a strategy designed for you and your family. Implementing your plan: We take a ‘hands on’ approach to working with you, keeping you up-to- date on how we manage your financial future. Managing your plan: I will recommend tax-efficient ways to help you to live, grow and hand down your money to the next generation, creating a philanthropic legacy. SECURITY STATEMENT Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance offered through Parros Financial Group, LLC and is not affiliated with Woodbury Financial.less