Hello and thank you for viewing my profile! I specialize in helping individuals and business owners plan for their financial future(s) in different ways. I work with people on strategies that allow them to successfully build their retirement goals, and I help them plan for children's education/college funding as well. I truly enjoy the "work" I do, and the career I have selected. My goal is to create a relationship with my clients that lasts as long as possible, and work together with them over time building their financial portfolios.
- Long-term care
- Small Business