My areas of focus include wealth planning, asset management, investment portfolio construction and investor behavior consulting. My goal when serving clients is to first listen attentively to skillfully discern their desires and wishes with regards to the accumulation, protection, and distribution of their wealth. I then develop and implement a comprehensive plan for my clients to achieve these goals. I continually and consistently update our plans and investments strategies as the capital market environment and client situations change. Areas of focus: Understanding and educating clients, retirement income planning, legacy planning, and tax deferral strategies. NMLS #1297972 