Financial Services/Consulting
Using a proven 5-step process & leveraging a back office team of professionals for a company in business for more than 100 years, I work with people who want to work with a trusted financial advisor who cares and provides solutions that get them to their goals. As a CEPA®, my clients include business owners, their employees and family members. As a fiduciary financial planner and advisor, my clients also include those new to wealth and investing, divorced and widowed people, subsequent marriages, single parents, and women investors. My goal is to help you achieve your financial and personal goals, prepare for your future, and to protect what you've won and/or worked hard for.
