My Approach Personalized advice to help you achieve your goals I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I take the time to understand whats truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life. Areas of Focus: -Executive Compensation and Benefit Strategies -Social Security Retirement Benefits -Retirement Planning Strategies -Women's Financial Strategies -Retirement Income Strategies -Business Retirement Plans -Tax Planning Strategies -Small Business -Charitable Giving -Estate Planning Strategies Please visit for important rules and disclosures about how you and I can interact on social media.