As a Senior Investment Management Consultant and Wealth Advisor I help my clients organize, prioritize and set goals depending on their values and financial stage in life. There is no greater sense of accomplishment than setting a goal and achieving it. My purpose is to build and protect my clients assets, and prepare for the transfer of those assets in the most tax-efficient way possible. Our team consists of three Certified Financial Planner ® Practitioners who are capable of handling unique and complex financial matters.
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