Dedicated to helping achieve your financial goals


Welcome

I help individuals and small businesses achieve their financial goals by creating and implementing comprehensive wealth management strategies. My particular focus is developing customized retirement income opportunities for my clients.

My goal is my clients' financial security and peace of mind, delivered with a high level of personalized service. My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to develop a personal plan that can help you reach your financial goals.


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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
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Latest Insights

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Rally realities

Apr 12, 2024 | Kelly Bogdanova

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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