Dear Clients and Friends,
As your CEO at Seasons Financial Group, I want you to know who I am and why I am committed to serving you. From a young age, I've had a passion for managing businesses and the freedom it can provide. Growing up with parents who were business owners, I witnessed firsthand the balance it allowed them to focus on family.
I pursued a degree in Applied Econ/Business Management and discovered my love for planning, organizing, collaborating, and mentoring. These roles bring me immense satisfaction.
Becoming a financial advisor was initially a temporary plan until my kids were older and I could return to non-profit work. However, I found fulfillment in the financial freedom it offered and the partnership with clients, especially in the planning aspect. I enjoy looking ahead with you, identifying opportunities and potential obstacles, and ensuring you prioritize what's important.
Being a CEO allows me to manage multiple aspects of our business independently while working alongside others on their journeys. It enables me to connect with fellow business owners and community leaders, continuously learning and applying best practices to benefit our clients.
My goal is to simplify financial concepts, create focus and organization in your financial life, and provide education that empowers you to make informed decisions.
I am here to support you in pursuing your financial goals, and I look forward to our continued partnership.Warm regards,LPL Financial Advisor + CEO