Educational Resources Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. These videos and articles are here to help understand the ins and outs of our number one priority. Article of Interest A Debt limit Primer: What your Clients Need To Know NowMay 23, 2023 • Putnam Retail Management Read More Term vs. Perm What Is A Financial Planner?