My mission is to instill confidence in people surrounding their personal finances. Financial confidence can have a powerful ripple effect, creating opportunities for people to pursue their hopes and dreams and be more present in other aspects of their life. Creating safe and engaging spaces for people to ask questions and discuss their potential financial worries and concerns allows for a more personalized approach to broad financial decision-making.
As a financial professional on the Snyder/Blum Team at Strategies for Wealth, I work with a variety of clients, especially those in the early stages of their careers, to create smart and strategic plans that consider their present as well as their future. I embrace a “protection first” philosophy which enables clients to protect what they already have while simultaneously exploring additional vehicles for growth.
When I’m not building client relationships, you will likely find me with my family and friends, perfecting the art of smoking meat, sampling a new whiskey, or listening to the live versions of my favorite songs. I enjoy volunteering for Invisible Hands, an organization that delivers groceries to immunocompromised individuals.
Are you ready to have a conversation? If so, please reach out to me at firstname.lastname@example.org.