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My Capabilities

Focusing on High-Net-Worth Investors and Business Owners

I offer clients a breadth of potential strategies, dedication to providing premier customer service, and financial tools based on their unique circumstances.

No matter what your goals may be, I begin by helping you define and prioritize your financial goals based on the following seven areas:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling, or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring, and giving to charities
  • Work: Working in retirement, selling, or starting a business
  • Finance: Bringing it all together; defining your financial goals

I’ll also draw on my industry knowledge and experience to offer:

  • Risk management strategies
  • Trust and estate planning services
  • Customized wealth management strategies

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