About My Practice
We are a team of advisors with a holistic approach to lifestyle protection, investment management and wealth transfer.
We help our clients build financially secure lives for themselves and their families. We understand the personal needs and the financial needs of our clients.
We have over 80 years collective experience in building and preserving wealth.
We collaborate with tax and legal professionals to help clients implement integrated plans covering: retirement planning, estate planning strategies, risk management, access to lending products and philanthropic advisory.
Our clients benefit from our exceptional personal service, shared knowledge of the extensive financial strategies and services available and comprehensive approach to help you manage, protect and build your wealth.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65, 66
Insurance Licenses
Life insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Wells Fargo
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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