Financial Advisor & Vice President at Financial Architects Inc.
Helping clients make financial decisions for their family by helping them become better financially organized and educated.
Helpful Content
Why you should have an emergency fund
An emergency fund can help you pay for unexpected financial emergencies. And having one in place can help ease stress
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
How millennials can take control of their finances
Learn how the decisions you make today can help you reach your financial goals
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
How to prep your finances for a natural disaster
Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience
Insurance protections for small business owners
Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.
Finding solace in times of crisis
Watch Joleen's journey to find comfort in times of crisis
5 ways caregivers can prioritize their well-being
If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.