I work with a group of retirees and entrepreneurs who have achieved a high level of success with $1M+ in investable assets. If you have been successful in your life and business, and now you want the peace of mind that comes from having a plan and a team in place to guide you as you pursue your financial goals, then we're here to help. My role is to help bring order to your financial life. Guided by the vision you hold for your life, I bring professional insight to help you make informed decisions and avoid emotionally driven actions that might result in costly mistakes. I can help you prepare for life transitions, so you have funds available to take advantage of opportunities or cover unexpected events.