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Business Philosophy

When I work with clients, I see myself as the person who helps them bridge the gap from where they are financially to where they want to be. This could include assisting them in cash flow planning for retirement, protecting their assets with life insurance and working with them on an estate plan that represents their wishes. We do this together while aiming to minimize their tax burden.

Financial planning is a critical part of my process and is an activity that I lead with and focus on, throughout my journey with clients. That journey begins with a deep-dive into who they are and what they need.

We then choose investments that support a client’s goals identified in their financial plan whether they be to maximize income and tax efficiency, support an estate planning or charitable gifting, or for maximum growth to support a future income need.

I want my clients to feel comfortable and satisfied with their Financial Plan and its execution. This goal drives me to be very engaged in how I can support my clients as they face changes throughout their lives.