I am a financial advisor providing comprehensive financial planning, personalized investment management, and life insurance services. My company Wealthbridge Financial Advisors is a small independent private wealth management firm adhering to the fiduciary standard to place the best interests of clients ahead of our own. We work with individuals, families and businesses at various points in their life to identify long term financial goals and craft solutions to provide a path to those goals. I have a graduate level degree in Education and prior to being a financial advisor, I had 15 years of experience in Financial Crimes Risk Management as a senior Anti-Money Laundering Investigator working in two mid size thrift and commercial banks of $10-20 billion in asset size.
