Today, women are determining their own destiny more than ever and I have enjoyed a 35 year careerof helping women “take control” of that destiny. Our vision at Capital Advisory Services, LLC is that every client achieve financial independence. My personal goal of adding value to our client’s overall financial health has led to a very satisfying career. Financial planning is generational. We service multiple generations of clients across the country from our West Chester and Van Wert offices.
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.
8240 Beckett Park Dr, Ste B, West Chester, (513) 942-7000, CapAdvisor.net