Stoneburner Wealth
About
I help individuals understand the complex world of investing and draw up plans for them and their families to simplify personal finances and pursue their goals. Our comprehensive process allows me to develop lifelong relationships with my clients and serve as their primary contact for all financial matters. Because, this isn’t just about finances, it’s about providing the best opportunities for our clients on the Stoneburner team.
The stress relief I can provide by having a finanicial plan and goals. We take all your financial conerns off your plate, which in turns allows you to not stress. Having a sense of direction with your money and retirement is a great feeling!
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Frequently asked questions
What is your typical process for working with a new customer?
Phone call or zoom to find needs and wants. Once we talk basics, we build from there and devlope a plan.
What education and/or training do you have that relates to your work?
FINRA Series 7, NASAA Series 66, Ohio Life & Health & Disability