Atlanta has always been home, but I have lived in over 8 Countries, and touched boots down in about 27. I am lover of all things food. I am also and Athlete and Philanthropist, Fur baby enthusiast, a Do-gooder' and community volunteer.
Member
Financial Services | Investment
Financial Advisor
Filing Cabinet
678-888-2094
2400 Herrodian Way
110 S
Smryna , GA 30080
I am a great referral for the family who wants strategy, not products. Translating complicated financial jargon into easy to understand information is my Super Power. My clients want sound, serious advice because they are serious about retirement.
Company
Sue McQueen
Natalie Vuoriaho
Armon Williams
Adam Hoyt
Sponsorship
The absolute best compliment, is a referral. A referral that travels generations, that is probably one of the best assurances of the value I bring to my clients.
My most recent generational referral started in November of last year. I help a retiring couple, they referred me to their children. One of the children referred me to his best friend. His best friend referred me to his parents. 3 generations in 3 months has not, so far been the norm, so this was indeed a great first.
These connections were family and friends of the initial client and will result in repeated revenue for my business through additional investment funds. Because I will continue to give excellent service, I also anticipate continued referrals.
Referral Trigger Response
Development
