Preston is a Membership Associate with over 3 years experience in the financial services sector. Preston brings a passion for helping people with their finances and planning for the future. Preston is committed to each client’s individual path to financial success.
Education: MorningStar University (AA)
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Beach Time with my daughter.
My friend knows I love planes and took me up one day!
My daughter and I love Halloween.
GO TOPS!!
My car, it is where I do my best thinking.
Scotland. I hear it is beautiful.
Elon Musk.
Watching “The Santa Claus” on Christmas Eve.
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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
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Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply