Finance & InsuranceFINANCIAL ADVISOR/ESTATE PLANNING/INVESTOR SERVICE
I started TurnKey Financial Partners in May 2015, after working for corporate Financial Services Companies for 13+ years. I wanted to be able to advise my clients and spend time with them to implement a plan of action not just hand them a financial plan.
My clients deserve someone to listen, and provide solutions that fit them - not cookie cutter recommendations. I love having many tools in my toolbox to help me problem- solve and assist them build a strong financial future. I am an investment advisor and also insurance licensed which allows me to look at the entire picture.
Many of my clients are business owners or professionals that are looking for education and guidance that they have not been exposed to previously. Money and Finance are traditionally not taught in school and learned from our upbringing.