Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- Attending College
- Charitable & Planned Giving
- Estate Planning
- Investment Management
- Getting Divorced
- Getting Married
- Retirement
- Life Planning
- Succession Planning
- Sudden Wealth
- Nontraditional Households
- Special Needs
How Planner Charges
Considerations: Specializing in Family Wealth Management across Generations
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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PO Box 2605
Staunton
VA
24402-2605
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PO Box 2605
Staunton
VA
24402-2605
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Select
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PO Box 2605
Staunton
VA
24402-2605
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