Advisor profile


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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies

Community participation

We continue to regularly contribute to the Community Harvest Food Bank and we support those efforts to help people less fortunate. I consider it a moral imperative that we help one another when we can and I'm convinced Harvest Food accomplishes that mission. http://www.communityharvest.org/

  • Community Harvest Food Bank

Interests

Being careful of Covid we got all ourshots and boosters. We cancelled planned vacation when we evaluated safety. We still got Covid this Summer after a trip to Orlando. We are now well each having had negative Covid tests.

We had time at the lake, to fish, cook out, and enjoy peace and quiet. I have been working looking out my window at a lake with ducks, and elusive fish jumping to tease me. We recently went to see movies again, I missed movie popcorn.

Some of you had Covid too, thankfully none were lost to the disease. Autumn hopefully will see the pandemic in relief so we may enjoy life again with loved ones in safety. Peace to you all.