My Approach

I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control on the road to financial freedom.

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Areas of Focus

  • Domestic Partner Planning
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Experience

Professional Associations

  • American Business Women's Association
  • Rotary