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Skills

  • Finance
  • Financial Planning
  • Investor Management
  • Retirement Plan Consulting
  • Tax Planning

Services

  • Certified Financial Planner

    $150/hr Starting at $600 Ongoing

    Dedicated Resource

    I work with clients to understand and prioritize their financial goals. Once I understand your unique situation, the  focus is creating savings and investment strategies you can rely on.

    FinanceFinancial PlanningInvestor ManagementRetirement Plan ConsultingTax Planning