As a Financial Advisor my passion is to use my experience to help individuals; families and small business chart a course for financial well being. I utilize my 20 plus years of experience in wealth management, investments, estate planning, tax reduction, college and insurance planning to help plan and protect one’s wealth and develop distribution strategies in retirement.I work with my clients to develop a comprehensive financial strategy that matches their needs and wants. I do not believe in a one size fits all cookie cutter approach but develop a plan that meets that clients’ objectives. I believe it is very important to review client’s tax situation and offer solutions to potentially reduce one’s tax liability both for today and in the future. Our lives change constantly and I expect that clients will have changes which affect their financial goals. Thus, I continually monitor my client's progress and stay in communication with them to revise their plan as needed.My experience as an attorney and financial professional is useful in helping business owners develop and implement planning solutions for their business. Working with our firm, these solutions could include succession planning, qualified retirement plans, buy/sell agreements, risk management, non-qualified executive benefits and employee benefits.SpecialtiesInvestment Management; Retirement Distribution Strategies; Tax Reduction Strategies, Estate Planning; Charitable Giving Strategies; Insurance Services.