Has one of life's transitions thrown your careful planning off course? 

The anxiety of change and uncertainty may make you want to stand still until you become clear again and regain control.

And what’s worse, you may feel that, despite study and hard work to secure your good life, you may not be prepared to navigate what’s next.

What can bring this about?

  • Finding your footing after the death of a loved one or spouse
  • Financial survival after the shock of a job loss
  • Suddenly tasked with the care and financial management of a parent or loved one
  • Evaluating the various terms and options when buying, selling or refinancing a home
  • Helping an adult child while they get back on their feet financially
  • The pain of divorce and its total life adjustment
  • Planning for years of financial commitment that children or grandchildren require
  • Staying financially secure during periods of market and economic uncertainty

For me, it was the death of my father when I was a teenager, standing witness to difficult changes my mother had to endure to keep us going.

As your trusted advisor, my focus is entirely on your priorities and their protection.  My work is to support you throughout the changes and help you through education, advocacy, and planning to feel confident to move forward.

As a CERTIFIED FINANCIAL PLANNER™, I believe that to achieve the best outcome we must start with a highly personal plan that focuses on your specific needs.  And that statement leads to a question:

What is important to You?

  • Planning for your retirement
  • Creating a secure and tax efficient income during retirement
  • Funding an education, whether for yourself or someone you love
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your assets or income
  • Creating the legacy by which you want to be remembered

What is important to you drives everything I do and, of course that process can’t start without a reflective conversation between us.

To get started, please contact me

Or to learn more please download the report I think you will find of interest.

Take the next step

Contact me for a brief and casual conversation.

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Senior Vice President, Director of Portfolio Advisory Group


advisor

Credit Solutions Consultant


advisor

Wealth Planning Consultant


advisor

Trust Consultant


advisor

Wealth Management Consultant