People often feel overwhelmed with their finances because they don’t have a roadmap to follow that would lead them towards their goals. That is what we would do together, to discuss your specific needs, and identify what would need to be done to help you sleep well at night.
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
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Location
Brookfield Office
- Phone:
- 203-770-8990
Hours
M – F: 9 a.m. – 5 p.m.