SMB Financial Strategies, LLC
Founder & LPL Financial Advisor
After earning my Bachelor of Science in Business Administration from Boston University, I started my career as a Financial Advisor with Ameriprise Financial. Frustrated with the struggle between what management wanted me to do and what was in the best interest of my clients, I decided to go independent and join LPL Financial in 2009. This transition allowed me to serve as a trusted advisor who clients can turn to for objective guidance and advice. I no longer had to worry about meeting quotas or selling proprietary products. As an independent advisor, I could put my clients and their needs first.
In the same year, to further demonstrate my commitment to my clients, I enrolled in the CFP® certification program. The CERTIFIED FINANCIAL PLANNER ™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, risk management, investments, tax planning and management, retirement and employee benefits planning, and estate planning.
Since 2005, I have been helping clients define and pursue their financial goals. Located in Lexington, Massachusetts, I work with clients all over the Greater Boston area. My commitment to service and technology has allowed me to maintain relationships with my clients who have moved to other states due to retirement, job changes or other personal reasons. I am currently licensed in multiple states to include Arizona, California, Florida, Georgia, Massachusetts and New Hampshire. Series 7 & 66 licenses held with LPL Financial.