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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Snow skiiing
  • Mountain hiking
  • Golf
  • Baseball

Community Participation

  • Little league coach

Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Experience

Education

  • Bachelor of Arts , American University,Washington, D.C.

My Videos

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