I help a select group of business owners and families with the coordination and oversight of their financial affairs. I take a values based approach to working with clients. I do this so we can properly identify what is truly most important in their lives. I then implement a process for constructing a personalized plan based on these core values. Engaging in this process gives my clients the courage and foundation for living life on purpose. I have found that this helps clients eliminate the distractions and myths often associated with sound financial planning. I began my work with the public over 20 years ago when my mother was downsized after a 25 year career with her employer. It was during this time that I realized there was a high demand for quality, values based planning in the marketplace. I currently hold Series 6, 63, 7 & 65 securities licenses.This communication is strictly intended for individuals residing in the states of AZ,CT,FL,GA,MA,NH,TN. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. .Please review our Terms of Use here: www.commonwealth.com/termsofuse.html