25 Years. One Focus.

Welcome to my website.  I trust that you will find it to be informative and useful.

I've spent the past 25 years focused on building long-term relationships with individuals, families and business owners to assist them in achieving their financial goals.  Over the past several years, I have focused specifically on working with self-employed business owners and individuals.  In spite of the complexities of the financial world, my approach is straightforward: I want to know where you're at, how you got there, and where you'd like to go.  Through insightful questions and attentive listening, I collaborate with clients to determine and clarify their financial preferences, goals and priorities in order to design financial strategies to most efficiently reach those objectives. 



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