Experience

1847Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional

  • Jun 2023 - Present

  As a dedicated Financial Professional at 1847Financial, I am passionate about helping individuals and families secure their financial futures. Based in Berwick, Pennsylvania, I specialize in various financial planning services, including retirement planning, investment management, and insurance solutions. As a wide-eyed 17-year-old, I was playing golf with someone already in this business. He said that he really enjoyed helping people reach their financial goals, which interested me because I find myself driven to be someone who helps others. I also enjoy hearing people’s stories and want to help them write successful stories about themselves. With a client-first approach, I aim to understand your unique financial situation and tailor strategies that meet your specific needs. I believe that financial planning is not a one-size-fits-all process, and I am committed to providing personalized advice that helps you achieve your financial goals. I am proud to be part of the 1847Financial team, and my team has more than 20 years of experience in insurance and financial planning. We strive to offer comprehensive financial solutions that empower you to take control of your financial life. Show less