Vested in Our Community and in Your Future
Estate Planning, Elder Law, Financial & Tax Planning for the 2nd Half of Life
Life comes with change, meaning there is no straight line when it comes to your finances. I assist people in navigating through the cycles of life without losing focus on their priorities.
Our goal is to provide education, guidance, counseling and unbiased advice as we work together to develop a comprehensive, holistic financial plan for retirement.