I am a vice president and financial advisor who brings over 30 years of financial experience to my career.
My philosophy is to build an enduring client relationship by listening and understanding what matters most to each client throughout different phases of each client's life. Once this trusted relationship is developed, I provide outstanding financial guidance and service. I also work closely with your other family advisors, such as attorneys and tax accountants, to help make the estate planning process more efficient.
For corporations and business owners, I have experience with corporate cash management, business financing, and employee retirement plans.
Please contact me or my registered client associate, Jennifer Galvin, to schedule a consultation.