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About

Since 1998 I have been helping individuals and families strive to improve their financial lives.  I work as an independent Certified Financial Planner™ professional with clients to develop a strategy customized to your personal situation.

I can help create a comprehensive plan to cover all areas of your financial life or focus on specific immediate needs like Social Security Maximization Strategies, 401k Rollovers or College Planning and Funding.

Please give me a call or send me an email to so we can talk more about your situation and how I can help.