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- Family owned & operated - Over 40 years experience - Personalized service and customized solutions - Honesty, integrity, and complete transparency #betterthanthebank
We desire to listen to your unique situation and help you sleep easier at night knowing that your financial picture is looked after. We will carefully work with you to develop an individual financial plan to implement based on your unique goals and values.
I work with individual investors. I learn what is important to you, work with you to build a tailored financial plan, and partner together with you over the long term to help you achieve your goals.
I provide comprehensive financial planning including investments, savings, retirement, insurance, and mortgage planning.
I am mutual fund and life insurance licensed, as well as carry a Project Management Professional (PMP) designation. I help provide a structured approach to your finances and have helped clients attack debt, retire early, and secure their future.