I focus on financial management to professionals, retirees and business owners.Together with my team, we help clients address their biggest concerns like managing risk, preserving their wealth, retirement strategies, Medicare and SocialSecurity planning, business continuation, exit and employee benefits.
As a former business owner and Risk Manager I have great insights of the inner workings of the small business owner needs. I am passionate about helping business owners to identify their risks and to optimize their opportunities while working on a strategy that will help them achieve their business and personal financial goals in a cost efficient and high value oriented manner using a comprehensive approach.
I am committed to building long term relationships with my clients based on, trust and integrity. This facilitates the creation of a lasting impactful relationship that leads to the creation of wealth transfer strategies.