Specialties
About Me
Empowering clients to confidently navigate life's financial complexities with unwavering clarity and assurance.
Drawing upon decades of leadership experience in the business world and 15 years of dedicated service within the financial industry, complemented by a comprehensive array of certifications, my commitment remains steadfast in delivering meticulously tailored financial solutions that can potentially pave the path to enduring financial wellness. Whether your needs revolve around retirement planning, navigating divorce, orchestrating the sale of your business, or strategizing for your family's future, my mission is to provide unwaveringly personalized, strategic guidance. I aim to help clients manifest their unique financial aspirations, whether that entails the intricate intricacies of retirement planning, the artful management of life's transitions, or the precise optimization of investment strategies. Above all, my dedication lies in nurturing lasting client relationships firmly rooted in trust, unshakable integrity, and an unwavering commitment to financial well-being.
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Interests & Hobbies
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Always free for clients.
Credentials
QPFC®, RICP®, CDFP®, CEPA®
Chartered Designations
What do these credentials mean?
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Disclosures
When Morgan Stanley Smith Barney LLC, its affiliates, and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” as defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or section 4975 of the Internal Revenue Code of 1986 (the “Code”) (collectively, the “Retirement Laws”) regarding a Retirement Account,* Morgan Stanley is a “fiduciary” under the Retirement Laws. This acknowledgment of status under the Retirement Laws is not intended to create or expand any “fiduciary” relationship, capacity or obligations of Morgan Stanley under other federal, state or local law