As a Financial Consultant who has a

                                   strong desire to help families succeed

                                   in their financial, estate, and wealth  

                                   planning goals.  I recognized a critical

                                   need to increase complexities faced by seniors and their families, and the often overwhelming burden placed on executors. This realization inspired me to specialize, leading me to earn both the Elder Planning Counselor (EPC) and Certified Executor Advisor (CEA) designations. My mission goes beyond just managing investments; it's about providing comprehensive, empathetic guidance through life's most significant transitions, ensuring peace of mind for all generations.

With the EPC, I help clients navigate the unique challenges of aging, from optimizing retirement income and understanding long-term care options to planning for health, housing, and legacies. My CEA designation allows me to expertly guide individuals through the intricate process of estate settlement, offering practical support and clarifying legal and tax complexities for executors. This combined expertise means I can serve as a holistic advisor, not only helping you build and preserve wealth, but also ensuring your wishes are honored and your loved ones are supported, both now and in the future.

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