Client Services Advisor
CurrentWearing several hats for this leading-edge financial firm, which is affiliated with the Medina Law Group, and which provides a deep, holistic approach to income, estate, and tax planning, as well as asset protection and retirement maximization. I am thrilled to be teamed with decade-long mentor and motivator Victor Medina CELA, CFP, RICP, the renowned elder-law attorney, to provide realistic solutions to age-old issues!