4425 Highway 169 N,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Financial Advisor, CPA
Portfolio Manager, Financial Advisor
Portfolio Manager, Owner ShoresEdge Financial
* Not affiliated or registered with Royal Alliance Associates, Inc (RAA)
Client Service Associate
Client Service Associate (Advisor Direct)
Tax Advisor, TruNorth Tax LLC
As your financial advisor, I play a role in your life’s most meaningful moments. You trust me to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation.
I do not take your trust lightly and strive to earn it every day - and I am not alone in my commitment to you!I am supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind—your success. I think it is important that I introduce them to you.I am affiliated with Affiliated Advisors, an independent wealth management firm that provides me with back office, technology, regulatory and operational support.
CERTIFIED FINANCIAL PLANNER (CFP®)
Founder, Affiliated Advisors
Director of Compliance
Director of Administrative Services
Director of Insurance