Meet the Team

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A skilled financial advisor can make all the difference for your level of confidence and success during the most rewarding and most challenging times of your life. Our team is here to take care of you and we have the skills, strategies and resources to do so.

CHFC, AIF®, RICP® FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Planner™ Professional
Registered Assistant
Operations & Communications Specialist