As an independent financial advisor, I provide clients with tailored recommendations to help achieve their goals. I chose this career because my own family has benefited greatly from professional financial guidance and I would like to pass on that same benefit to others.
In the age of the internet, people are more educated about their options than ever before. My clients choose to work with me because of the personalized service and experience I bring to help them along their path toward financial independence. When you are planning out your long-term goals and want the security of knowing that your plan will stay on track, I've found there is no substitute for objective, professional advice.
I attended college at Gonzaga University and completed my M.A. and Ph.D. degrees in economics at George Mason University. My dissertation studied the risk management strategies used by corporations in response to financial regulation. I extend that same interest into my current practice, helping to manage both the risks and opportunities life can throw at you.
For my clients who are visiting, thank you for taking an interest in my page and I hope you find valuable information in the resources linked above. For those who are visiting that I have not yet had the chance to meet, I offer a free consultation to better understand your financial situation and goals. Based on that conversation, we will know if it would make sense to work together in the future, and if I am not the right person to help, I will happily refer you to someone who is.
Securities and Advisory services offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Bormann Wealth Management and GWN Securities are non-affiliated companies.
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