ZEA FINANCIAL - Key Persons
Job Titles:
- Administrative Coordinator
Job Titles:
- Internal Director of Financial Planning
Job Titles:
- Managing Partner, Financial Planner
As a fee-based financial planner, I am a fiduciary and pride myself on taking a client-centered approach to financial planning, guiding my decisions by what is in your best interest. That's what led me to establish ZEA Financial in 2012.
I pride myself on taking a client-centered approach to financial planning, and every decision is guided by what is in your best interests. As someone inspired and motivated by my own family, I know the importance of taking a family-focused approach to financial planning that focuses on your lifestyle, values, goals, and loved ones. I also have a coaching and sports management background, so I understand teamwork and the need to be guided by what matters most.