As a financial advisor, with 30 years of experience in the financial services industry, I focus on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. I take a comprehensive approach to financial planning and look to provide innovative strategies to business owners designed to help them with their business, their employees, and their personal lifestyle. I pride myself on working to gain the confidence of my clients to help them preserve and grow their wealth.