Biography

I offer an analysis of your current financial situation and help you:

• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps if present, and offer solutions to fill them

Focus Areas

• Insurance Strategies
• Business Owners
• Retirement Income Planning
• Estate Planning
• Risk Management Strategies
• Business Succession Planning
• Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)

Languages

• English