Mission & Purpose

My Mission

My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. I want my clients to build a long-term relationship with me, their trusted and knowledgeable advisor. I aim to accomplish this through education, training, integrity, and outstanding client service.

My Purpose

Over the years, I have found that a collaborative approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.

I have years of experience in financial services. I can help you address your needs today and for many years to come. I look forward to working with you.

Get In Touch

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and S&B Retirement are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AR, CA, LA, MA, MD, MO, NC, OR, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, S&B Retirement makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

S & B Retirement Services