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Who I Serve

Nice People


I only work with nice people, and you should fully expect me to be polite and cordial as well.



You've worked your whole life to save what you have. I will help ensure that you don't run out of money and can live the life you want.

Busy Professional Families

You have kids, careers, and competing priorities. I will help you optimize your finances to achieve as much as we can.

Looking For A Trusted Advisor


My clients believe their financial future and retirement are too important to wing, and are looking for a trusted, expert advisor to guide them.  

If this sounds like you, I would love to meet with you and invite you to book a

complimentary meeting with me below.

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