Sometimes the compelling event is a welcome change in your life. But sometimes it is a difficult, unexpected circumstance for which you are not prepared. Many people who seek a financial advisor feel unsure about the next step to take and they know they don’t want to make financial decisions alone. It’s okay to not be certain what to do. If you find yourself in a chapter of your life where you’re
not sure what your next financial step should be, I’m happy to talk with you. I believe everyone should have access to professional advice, so they can develop a financial strategy to live the way they hope to live. I know what it is like to have life take an unexpected turn, which is why I enjoy helping clients invest their money through life’s transitions. Schedule a time for me to learn more about your individual needs. Lisa and I have a passion for people. We strive to create an environment that is supportive, understanding, and empowering for clients. We educate and serve as our clients’ advocates bringing a network of resources to support them. We look forward to getting to know you, Gina
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Makers Wealth Management is not affiliated with Kestra IS or Kestra AS. www.finra.org www.sipc.org
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. For additional information, please contact our Compliance department at 844-553-7872.
