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Specialties
I believe real wealth planning is about empowering people to make informed, confident decisions that align with their core beliefs.
I work with people who've worked hard to build something - careers, families, lives they care about deeply, and help them make sure their financial decisions support what's most important to them. As a parent of a child with special needs, I strive to serve this unique community by helping parents create strategies that give their child the best chance to grow, learn, and thrive, while giving parents peace of mind that their family is protected no matter what the future holds.
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Always free for clients.
CFP, ChSNC, CIMA
Chartered Designations
What do these credentials mean?
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