My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client
Hobbies
Hiking, Music, Cooking, Gardening
Affiliations & Memberships
Rochester Rotary, BNI
Community Involvement
Rochester Rotary
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Business Succession Planning, Estate Planning, Risk Management Strategies, Group Benefits, Financial Planning, LGBTQ, Financial Education