Biography

I provide 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 help fill them

Focus Areas

• Insurance Strategies
• Business Owners
• Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
• Military
• Retirement Income Planning
• Retirement Strategies
• College Funding Strategies
• Charitable Giving
• Group Benefits
• Business Succession Planning
• Risk Management Strategies
• Estate Planning
• Financial Education

Languages

• English

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