With 23 years in the financial services industry, I help people develop a game plan for their financial future. This may include retirement planning, investment analysis and management, risk management and estate planning strategies. My clients are people who value having an advisor that they can trust and depend on. I strive to be a personal "CFO", their "go to" person to help make sure their financial planning is in place, implemented and monitored. This helps give them the peace of mind to go about the rest of their lives with confidence that there isn't anything slipping through the cracks.