For over 20 years I have been committed to helping simplify the complex world of financial management and growing their financial wealth.  I help to organize my client's financial "junk drawer".  I work with professionals and families to obtain a holistic perspective of their financial situation and put together a comprehensive wealth management plan.  Once we have your goals in place, we customize and tailor a plan based on a consultative process, not on products.  As a result of having longstanding relationships with many of my clients, I am the person they turn to when thay have financial questions.  I am blessed to call many of these clients my close friends.

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