Passage Wealth PartnersSecuring Life’s Journey, One Passage at a Time.Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next.

Responsible for handling and coordinating an ad campaign for clients, which involved marketing, promotions, creative design, and public relations.