Professional
Since launching my practice in 1993 (more than 25 years ago) I have pursued education and knowledge in order to meet the evolving needs of my clients. That’s why I’ve achieved the designation of Long-Term Care Specialist, positioning me to assist other advisors and effectively help people plan for inevitable costs in a way that protects their resources and loved ones.
Making decisions that will impact not only your future but the financial well being of your family can be overwhelming. My goal is to make it a little easier by listening and understanding first, then presenting a plan with realistic options to meet identified needs. I believe in long term relationships with clients, including routine check-ins and ongoing information sharing. I’m confident my family is prepared and I’d welcome the opportunity to do the same for you and yours.