A small-business owner with over a decade in sales and marketing leadership
Hunt Country Wealth Management gives Chris and I the opportunity to combine his expertise in financial planning with my expertise in client service. Our vision is to provide absolutely top-caliber financial plans and guidance in a friendly, family-centered environment. We see ourselves as client advocates, looking out for their best interests and doing all we can to make sure they enjoy a rewarding and worry-free retirement.
My background in the hospitality industry emphasized the importance of surpassing client expectations and staying proactive on behalf of our clients. My experience as the owner of a small business keeps Hunt Country Wealth Management efficient, accountable and alert for new tools and processes we can use to meet our clients’ evolving retirement goals.
I’m active in our local community and serve on the Board of Directors for Preservation of Historic Winchester.