Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
I have worked alongside Jennifer & Todd Osgood for 27 years. I thoroughly enjoy working with our clients to help them achieve their financial goals. I have been married to my husband, Jim, for over 23 years. Together, we have children: Derek, 23, Reese, 21, & Carson, 18. When I am not working, I am spending time with our family, our Golden Doodles-Baker, Murray, & Charlie, 2 cats-Jinx & Harley Rae, friends, or traveling.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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