With 20 years of experience in the financial services industry and an extensive professional network, I focus on serving the unique needs of businesses and their owners. I work with my clients to ensure their financial plans are integrated and working towards their overall goal. I provide methods and systems to address retirement needs while maintaining compliance with ERISA. I am also a provider of the Ameriprise financial wellness program. This program allows employers to provide financial information to its workforce in this new reality of individual responsibility while allowing the employees to receive guidance and direction regarding their company benefits as well as any financial concerns or needs they want to address. I also offer a multitude of personal financial services, including wealth building and preservation strategies, retirement income strategies, estate planning strategies and planning for education funding.