I have been a licensed financial advisor for over 36 years. Although my practice is not taking on new clients, I am affiliated with a team of licensed professionals who can. I live in Williston with my husband Ron and dog Milly. I volunteer with community service organizations that support minorities, human rights, elderly and small businesses. Give me a call or send me an e-mail. I would be happy to talk to you.

Preparing for the next step in life isn’t always easy. We can provide comprehensive financial strategies and/or focus on one specific area of need. Knowledge is the key to a successful financial future. Our goal is to become a lifetime resource for each client. Along with a team of professionals, We offer guidance to our clients to help them reach their financial goals. We can provide comprehensive financial strategies and/or focus on one specific area of need.

• We offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in services such as:
  • Retirement analysis and investment programs
  • Estate strategies
  • Protection planning such as Life insurance, Disability and Long- Term Care Insurance.
  • Business continuation strategies