Mission / Corporate Overview

My Mission:

My mission is to enhance your present and future economic well-being.  

I am committed to maintaining the highest standard of integrity and professionalism in my relationship with you, the client.

I endeavor to incitefully understand and define your financial situation in order to provide you with only the most current information, services, and solutions to help you reach your goals.

I practice a "Service First", "Personalized Approach" and will strive to stand "Heads Above the Rest" when it comes to delivering for you, our client.

Corporate Overview:

  • Transamerica Financial Advisors, Inc. (TFA) is part of Transamerica, a company that has stood for innovation and openness since 1904.
  • Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer, member FINRA, SIPC and Registered Investment Advisor that has served families since 1984.
  • We provide clients with the resources of a large corporation and the personalized service of a small firm.
  • Our more than 3,000 Registered Representatives have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry.