I am passionate about working with advice seeking clients that are serious about achieving a financially sound future for themselves and their loved ones. I provide understanding and direction to all the complex aspects of their financial affairs. Through comprehensive financial planning and ongoing support our clients get ahead financially, doing what is best to achieve their financial goals. I strive to offer clients piece of mind and the ability to focus on what is most important to them in life, knowing they have a well-managed financial plan. I have 34 years industry experience, and I am a CERTIFIED FINANCIAL PLANNING professional. Having a close and long-term relationship with clients is important and I support multiple generations of families. Indeed, many of our clients have been.....