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Serving Individuals

I believe that successful and motivated individuals require a unique approach to wealth management. Whether you’re just beginning to accumulate wealth or already have significant assets that require refined and forward-thinking strategies, I am committed to meeting your goals by maintaining financial independence.

Whatever you may hope to achieve, I'll help ensure your plan works in unison so you can stay focused on what matters most to you.

Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. By analyzing multiple areas of risk, I will ensure you have the proper coverage and asset protection structures in place. From life and long-term care insurance to property and casualty coverage, I have access to a full suite of insurance policies to help you defend against the unexpected.*

Retirement Strategies

Retirement is a hallmark of financial freedom. Whether you’re just beginning your career or are gearing up to leave the workforce, it can be hard to know where to start. I'll review your current assets and individual needs, then work with you to create a financial plan that enables you to fulfill your vision of retirement.

Estate Planning

Truly comprehensive planning exceeds beyond retirement and wealth transfer. As your advocate, I can assist, along with your estate attorney, with solutions that establish a financial tradition across generations. These strategies incorporate your family’s most valued goals and build solutions that adhere to them.