Customized, comprehensive financial planning and wealth management for small businesses, individuals and families at every stage of life.
I started my career as a CPA with Coopers & Lybrand (now called PriceWaterhouseCoopers) , and was recruited to Sprint, where I spent 25 years in Finance, Marketing and Sales Management. During this tenure, gained great corporate experience, and skills in all three areas of the business. Additionally, I gained significant HR skills as a manager (both in hiring and retaining employees, as well as managing humanely and effectively during nearly annual layoffs). Separately, I was honored as a top 5% employee (Presidents Club) during both my Marketing and Sales tenures. I retired from Sprint to return to my accounting roots as a financial advisor and am proud to serve both former customers and employees as well as those I meet and connect with.
I listen first, work in a team environment where we collaborate and share our clients, and provide a proprietary strategy which helps protect clients in down markets, while also exploiting growth during strong markets.
Munn & Morris Financial Advisors
I work with individuals, families and their businesses who are interested in ensuring they will be able to prioritize and reach their financial and lifestyle goals. This works with individuals as well as couples preparing for marriage and/or expanding/contracting their family. My services also serve clients with aging family members to ensure they are cared for as well. Similarly, my services work for business owners who are looking to optimize their tax burdens, business growth, and even employee retention.
Certified Financial Planner (R) Professional