It’s no longer just for wealthy people who want someone to manage their assets. It’s for everyone who wants to take steps now to prepare for a secure, rewarding financial future.
At SixPoint Financial Partners, we are on the cutting edge of this new era of financial planning. We’re innovative and creative. We take full advantage of the latest technology to provide the highest level of advice, assistance, and service to our customers. We’re proactive communicators who believe staying in contact with our clients is key to keeping them on track. And we believe, deeply, that financial planning is for anyone who wants to make their personal finances a priority and control their financial destiny.
Even though technology and attitudes have changed our industry dramatically, one thing has not changed: relationships remain at the core of successful financial planning. In fact, at SixPoint Financial Partners, we believe technology has actually made it easier to build strong relationships with our clients. It allows us to keep in touch. To reach out for a quick check-in. And to make sure our clients always know about the status of their plan and their progress.
But, technology aside, we also understand the immeasurable value of human connections. Without exception, we get to know each of our clients, understand their dreams, and work closely with them to help them achieve their goals. We also understand the role trust plays in building relationships. So, we are committed to transparency and always — without exception — doing what’s in the best interest of our clients.
I enjoy meeting new people wherever they are on their financial journey to guide them towards making positive financial decisions. I use my experience in investment management, tax planning and insurance to help clients protect what...
I am an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, I concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and...
I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many...
I am dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in...
I began my career in the financial services industry in 2012, and today I provide comprehensive financial guidance to my clients. I focus on developing retirement income strategies as well as personalized risk management assessments and...
I began my career in the financial services industry in 2006. Since joining the team in 2015, I have worked closely in developing and perfecting the processes and systems that we use on a daily basis. Day-to-day, I am focused on...
Investment Advisor Representative
I am originally from a small-town of 1700 people in the state of Connecticut. Growing up in a small town taught me the importance of hard work and discipline. I started in the financial services industry right out of college working in...
Amy was born and raised in Ft. Wayne, IN. She moved to Lexington to attend University of Kentucky where she achieved her bachelor’s degree in Psychology.Amy brings 25 years of experience in operations to WFA. She resides in...
RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.