360 Financial Strategies, LLC.

About Us

I was introduced to the financial industry at a young age and am proud to say I obtained my fiduciary status in 2013 to become a second-generation financial professional. After years of hard work, mentorships, and academic triumphs, I fulfilled my long-time dream of independently owning a practice and officially established “360 Financial Strategies, LLC.” in 2018.

With 10 years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals face when it comes to managing their finances effectively. My mission is to empower my clients with the knowledge, tools, and strategies they need to make informed financial decisions and build a secure financial future.

I believe that financial planning is not just about numbers and spreadsheets—it's about understanding your unique dreams, aspirations, and values. I take a holistic approach to financial planning, taking the time to listen to your goals, concerns, and priorities. By gaining a deep understanding of your individual circumstances, I can create personalized financial plans that align with your vision for the future.

As your financial planner, I am committed to providing comprehensive and unbiased advice. I stay up-to-date with the latest industry trends, market insights, and regulatory changes to ensure that my recommendations are always current and in your best interest. I believe in transparency, open communication, and building long-term relationships based on trust and mutual respect.