In my practice, I build financial strategies tailored individuals and families. I work with tax and estate professionals in the best interest of my clients. I offer workshops and educational seminars on a variety of helpful topics. I build long-term relationships with my clients by listening, understanding their values and building a customized strategy designed to protect their goals. I am approachable, transparent, and committed. Together, we celebrate achievements, adjust for changes, and make the financial decisions that are right for them.