SOUND GENERATIONAL WEALTH - Key Persons

Job Titles:

• President and Fiduciary Financial Advisor

As a financial advisor, I am energized and fascinated by working with clients - small business owners and families - each with their own unique challenges and aspirations. I have worked with Dan Bullard since 2009, first in the respected business he built in Bullard Financial Group. And as of 2020, I am proud to lead the firm and continue that legacy with our newly-named company, Sound Generational Wealth.