I am a Financial Advisor who helps individuals and families reach their long-term financial goals. Starting with a service first mindset and a focus on truly building relationships, I really get to know every one of my clients and their particular needs. My focus is on working with pre-retirees who are hoping to make the transition to retirement within the next 10 years, individuals who are going through or just finalized a divorce and have never had to deal with the finances in the past and young professionals that are high income earners/good savers, but have not had enough time to accumulate the wealth some larger firms require them to have. At COE Financial, we deliver a personalized experience that goes above and beyond what you’ve traditionally come to expect from a financial advisor.