Professionally, I am a Financial Advisor who works with individuals, families, and foundations. My practice includes reviewing financial goals and then helping the client choose appropriate strategies and investments. I am open to discussing with prospective clients their interests and if my practice could be of service to them. This information is intended for the residents of Wisconsin, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Massachusetts, Michigan, New Mexico, New York, Oregon, South Carolina, Texas, Washington, and Wyoming. California insurance license # 0D61327. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.