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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

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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