Over 30 years of experience in helping clients create a financial LifePlan that is focused on achieving financial freedom. I also help those that are navigating life transition moments like receiving an inheritance, selling their business or dealing with the loss of a loved one.I specialize in helping clients when life gets hard. This is done through a proven process to assist clients not only in the technical side of change but also the emotional side that drives everything. As a CFP®, Certified Financial Transitionist™ I have the experience to help my clients successfully navigate life changes, and make confident decisions to help them move to a new normal in their life.I am the leader of a unique team of advisors that pursue excellence in everything they do. Julie Brown and Rich Oliver are critical members of this team and really do deliver best in class service to every client we have the privilege of serving. Our main pursuit every day is to help our clients live their best life. Specialties: Fee-OnlyWealth ManagementSudden Money and Financial Transition ExpertCertified Financial TransitionistInheritance, Business Sale, Widow or Widower, Divorce, RetirementInteractive Financial PlanningRetirement Plan ServicesNon-Profit ServicesCEFEX FiduciaryHigh Net Worth and Ultra High Net WorthRegistered Investment AdvisorCFP - Certified Financial PlannerLevel 1 Senior Advisor and Executive Leadership