Planning one's finances, investing properly, and preparing for retirement can be overwhelming.At Wealth Management Associates, we're here to help, bringing more than 30 years of collective experience helping clients make suitable decisions about their money.Our team is highly credentialed and in touch with the markets, help you focus on the more important things in life, while we focus on creating, monitoring and evaluating your financial portfolio. Our services include comprehensive wealth management, insurance services, retirement planning, college planning, legacy planning, and business services. As a key part of that team---with dual CFA and CFP* designations---I specialize in financial and retirement planning and advising, as well as investment analysis and consulting. My expertise includes helping business owners create and manage an investment platform that best meets their needs.Outside the office, I am an active volunteer with Big Brothers/Big Sisters of America, and volunteer at the Financial Planning Association's annual Financial Planning Day.Osaic Wealth financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Investment Advisory Services through Continuum Advisory, LLC, a Registered Investment Advisor, located at 873 E State Street, Eagle, ID 83616, and securities through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance products are offered through various licensed insurance agencies and some tax and legal services are provided by Investment Advisory Representatives as a part of their Outside Business Activities. Insurance, tax, and legal services offered by Continuum advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you. CA Insurance License #0J14590 Osaic Wealth is not affiliated with Continuum Advisory, LLC, or any of its affiliates. A copy of Continuum Advisory, LLC’s current written disclosure statement discussing advisory services and fees is available for review upon request or can be found on our website, www.ContinuumAdvisory.com.www.finra.orgwww.sipc.org