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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Helping you navigate your financial road.

Helping you navigate your financial road.

Our business is built on a foundation of thoughtful client relationships.

Useful Content

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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