Kole is an experienced and knowledgeable financial professional and is ready to work with you to help ensure you and your family’s financial future. He realized working with families on their finances was the path for him after going through the process of choosing somebody to help him with his families' finances. After meeting with a number of professionals that he didn’t really connect with, he finally found one that spoke to him more as a person than just another sale. The feeling of relief and confidence he had after getting his strategy put into action is the feeling that he wants to give to others that are going through that same process.
Kole’s main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. He takes special care to ensure he understands the needs of every single client and is always there for his clients, whether it is during the business day or after hours. Kole will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. He wants to help his clients have money be a positive influence in their lives. Kole looks forward to being your trusted professional and resource as you prepare for the next steps in your retirement journey.