Exceptionally people orientated Wealth Planner with a dedicated focus to fully serving client needs through a detailed and thorough analysis of the clients current financial picture incorporating the areas of wealth management, insurance/risk assessment, estate planning, and tax planning.

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    Service Expertise

    • Wealth Planning
    • Wealth management review
    • Client service
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    Industry Expertise

    • Wealth Management
    • Tax and Accounting
    • Insurance/Risk
    • Estate Planning
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