With 38 years experience in the financial services industry, I am committed to helping clients plan to achieve financial success. Through a comprehensive approach to financial planning, I engage clients in a process that helps clarify priorities and sets the stage to reach their goals and objectives. I focus on investment planning, retirement planning, and wealth management strategies for individuals and families. I offer knowledgeable investment advice including ideas on Social Impact Investing, one of the fastest growing sectors in the investment industry. Additionally, I strive to provide a level of service that exceeds expectations.