For 20 years, I have been an advocate for tech sales professionals and new families, trying to navigate the landscape of personal finance. I help our clients save money, based on their unique vision for the future. Whether you're saving for a first home, retirement, or would simply like a system to make your money work harder... We'll get there, together.Areas of Specialty: • Creating a savings program and holding clients accountable to stay on track.• College savings alternatives. • Tax-efficient ways to save for retirement.• 'Family Needs' analysis, to determine how much life insurance one should be holding. • Evaluating the different types of life insurance available, and the advantages of each.• Providing the highest possible level of service.Please note that current regulatory policy does not allow me to receive endorsements of skills and expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accounts.Linkedin Business is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org/ SIPC www.sipc.org. Oliver Capital Management is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company3240994RB_Jan23