As an experienced financial advisor with nearly 30 years of industry experience, I make it my top priority to look out for the best interests of my clients and their families. I am here to help my valued clients navigate the challenges and opportunities they encounter in every chapter of their lives. By giving my full attention to understanding each clients unique needs, I am able to translate those needs into a comprehensive wealth management plan that makes sense and is flexible enough to evolve over time. My clientsmany of whom have been with me for decadesappreciate the empathy I bring to every interaction and know that I am just a phone call away whenever they need support or guidance. I provide white-glove service and financial guidance to a diverse clientele of business owners, retirees, and individuals or families who are planning for major milestones or facing important life transitions such as job changes, retirement planning, divorce, declining health, or the loss of a spouse. Services and experience include: Financial Planning Wealth Management Retirement Planning, including 401(k) Rollovers Divorce Financial Analysis Estate Planning Strategies Business Planning Certifications & Licenses: CERTIFIED FINANCIAL PLANNER; Certified Divorce Financial Analyst; Series 7, Series 66, Life and Health Insurance Licenses.