About

Thank you for visiting my You Tube Channel! Please subscribe and comment. We love to know what you think. In 2012, Heartwood Financial Services went from being a dream to a reality. Creating plans and managing assets for our clients so that I can help them achieve their goals and dreams is an honor. Guiding clients toward confidence and security in their future is my life’s passion. Money management isn’t “cookie cutter”, it’s personal, and that is what matters most to us at Heartwood- your goals, your dreams, your security, and your future. I have committed my career to working with positive individuals who want to plan and invest for the long-term. I’m thankful for the long-lasting relationships that I have with my clients, many of which span decades and generations. I am a CERTIFIED FINANICAL PLANNER™ professional and member of the Financial Planning Association (FPA). I have also attained a Certified Kingdom Advisor® designation.

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