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Who we Work With

I work with families managing life's transitions.  Quite often, one of these challenges is managing the need for care for an aging loved one or child with special needs.  Other clients are looking at what could be a 25-30 year retirement. Though everybody has a unique situation, they all share the common question:  "Will we make it?"

I understand today’s financial environment. I understand that individuals face unique challenges as they prepare for life's transitions, and utilizing advanced software and planning tools, I can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I am supported by a team of professionals with years of experience in financial services. Together, we can help you address your needs of today and for many years to come. I look forward to working with you.

My Mission:
I will help you build a plan you can comprehend and then implement to ensure your financial decisions are aligned with your life’s intentions.

Financial matters today have become more and more complicated, leaving Americans more and more confused over what they should or shouldn’t be doing with their money. With a balance between elegantly simple investment strategies that can be easily understood and effective planning solutions that are sophisticated enough for most families, I help clients manage life’s planned and unplanned transitions.