The advisor listed is an Ameriprise financial advisor in Evans, GA. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients. Quite simply I enjoy solving puzzles. When it comes to working hard for my clients, those puzzles become helping them manage their investments, develop tax strategies and navigate behavioral financial challenges. I start by listening and understanding my clients. Once your goals and needs are clearly defined, we make recommendations designed to help you live a more confident life . To help guide you to financial brilliance, I start by understanding your core values that should align with your financial plan. This is much like establishing the border on a jigsaw puzzle, setting the frame for the rest of the pieces. Using behavioral finance tools and resources, I guide clients to make values-based financial decisions. See the Working Together tab for detail on how we work with clients during our first year, and subsequent years. When you're free from worry about your finances, you can be who you want to be and go where you want to go. That's the essence of a brilliant life.