Have you ever felt someone just wanted your business to only spend a minimal amount of time serving you before moving onto other business? We know that feeling too. As a result, we've made it our mission to build lasting relationships with our clients by providing high touch, professional investment and insurance services that help them meet their financial goals.
So what all does this involve? It means you have a team, not just an individual, that's dedicated to serving you for the long-haul. We want to work with you as thoroughly as needed to get the job done. We don't want to quit on your financial goals until you've seen them come to fruition. If you're looking for a financial advisor, we hope you'll consider scheduling a conversation with us at Protective Financial Services, or if you're just looking for some resources, we have plenty of those too.
We're committed to meeting with you as often as necessary to ensure you're on track to meet your investment and insurance goals.
Our process was created with enough flexibility built in to help us develop and execute a financial plan that can adequately address the different variables that make up your finances.
Regardless of where you are on the spectrum of investing and planning, we’re equipped to customize a plan that best suits your specific financial situation.
We take a team approach to serving clients, allowing you to leverage the collective knowledge, support, and experience that come with having an entire team dedicated to your financial needs.
President and Registered Financial Advisor
Vice President and Director of Operations
Registered Financial Advisor
Director of Client Services
Client Service Representative
Client Services Representative
Advisor Assistant & Director of Client Relations