Meet the Team

"I am so proud of the team of professionals we have at Millennium, Their dedication and commitment to our clients has a meaningful impact on their lives."

“It’s gratifying to be in an industry where we can have a positive impact on clients’ lives by giving them sound financial advice and the tools to monitor their progress toward their goals.”

“I enjoy listening to clients’ stories and then crafting strategies that get them on the path to achieving their financial goals.”

“It’s rewarding to see clients achieve their retirement goals when we implement their financial plan recommendations and help them monitor their investments.”

"It is very fulfilling to help our clients achieve their financial goals with confidence, clarity, and precision; I am proud to be on a team which provides such personalized service to every client we meet."

“Making sure that we do right by all of our clients is the basis for my professional drive. We are given each client’s utmost trust and it is my #1 priority to ensure that this trust is never misplaced.”

“I believe in taking a goals-based approach to ensure that our clients have a sound rationale behind their strategy that will keep them on firm financial footing all the way through retirement.”

“I sincerely love what I do, and try to make my financial planning meetings understandable, enlightening and fun so my clients will consider me an effective, caring financial advisor they can depend on.”

“I enjoy making sure that clients know our team is always available to answer their questions. We want them to have the best possible experience working with Millennium.”