
Member Bio
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I value making a difference in the lives of others. Through the building of trusting, long-term relationships, I enjoy working with families, professionals, and business owners to help build and protect their wealth.
I do this by listening first. Then, I help my clients identify the life goals that align with their values. Only then can the right strategy be created and implemented, which typically incorporates retirement planning, portfolio management, risk management, estate planning and tax minimization.