We are a holistic financial firm with expertise in the areas of wealth and risk management, helping you to secure your income, grow your assets, putting plans in place that address the uncertainty of extended care or untimely death and planning for the most efficient passing of your assets to family and / or charity. I enjoy learning about the needs of the families and individuals that I serve. I know that my time with a client is far more impactful if I understand who my clients are. I owe it to those I serve to always be growing in my knowledge so that I can help them grow financially and make a difference in their lives. I have been in the financial industry since 1993. My financial practice is about more than money. It is about the relationships we foster along the way that matter! Life is about the things that bring you joy and doing more with what you have. No matter your financial goals, we will build a financial strategy around the things that you care about.