It all begins with a conversation
Money can be a tough and often uncomfortable subject. That’s why I take a different approach when working with my clients. It starts with a conversation about you, your life and what matters most to you. You’ll get clear, candid. and personalized advice so you can feel comfortable and empowered to take the next step.
I specialize in:
* Retirement income planning
* Investment management
* Protecting loved ones against costs related to extended care, death, and disability
* Charitable giving
My office is centrally located to help service people in Richmond and the surrounding areas.
I also serve many clients remotely, using technology to hold virtual meetings. Please call or text my office to learn more or to set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Richmond Office
- Phone:
- 859-577-9720