It’s not easy to take that first step and begin a conversation about money. 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. We build a relationship based on open communication and together we will develop a financial plan that helps your money work for you as you save for retirement and protect those you care most about. As your financial guide, we provide financial planning, wealth management, and encouragement tailored for you. • Retirement income planning • Investment management • Protecting loved ones • Tax analysis • Charitable giving and legacy strategies Call, email, text, or stop by my office to set up an appointment or to learn more about how I can help serve you.