In my 30+ years in the financial services industry, many of my clients came to me unaware of small details that would have had huge impacts during their working and/or retirement years. Starting in a law firm and moving into the trust and investment side of my career, I’ve had opportunities to help clients achieve their most important objectives and be able to live healthy financial lives. And I’ve spent time as a group retirement plan specialist, working with participants to achieve their desired ends. I want to learn as much from my clients as they might learn from me. If you need a place to just bounce around some ideas or if you want to set up a recovery plan given what the markets have been doing to group and individual life savings lately, please get in touch with me.Investments offered through LPL Financial Services, member FINRA/SIPC.