Our services prioritize financial literacy and education as we strive to go above and beyond for our clients. We utilize specific tools and resources to generate personalized budget strategies that help to build strong habits that lead to positive financial changes.
Meeting you where you are at while listening empathetically to your needs, sets our standard above our competitors. We're here to help with your unique financial requirements and will ensure you feel secure in your money management.
About jh financial co.
Core Principles
Integrity
We pride ourselves on having strong character, providing superior fiduciary services and going above and beyond for our clients
Education
Whether you're a young professional starting your career or entering a new stage in life, financial literacy is crucial to making strong financial decisions
Service
Our priority is to you; going above and beyond is our standard. We treat you like family; with dignity and respect, every time
Success
We are here for you and will help to guide you towards positive financial strategies
Education & Certifications
Columbia College Chicago
Bachelor's degree in Analytical Studies
2010-2012
University of Northern Colorado
Master's degree in Business Administration
2021-2023
Education
Certifications
NASBA Center for the Public Trust Ethical Leader Certificate
2021
Colorado Notary Public
2024
Have additional questions?
If you have any questions about our services, please send us a message.
