Overview

My website is currently awaiting approval. I’ve been in the industry in several capacities since 1999. I recently left a credit union and went independent. The majority of my practice is advisory and I’m interested in purchasing a smaller book to speed up the prospecting process. Almost all of my clients have financial plans and use the EMoney client portal. I coach my families through accumulation, retirement distribution, life choices, caregiving, legacy planning, Medicare/social security planning, international living, and much more.

Market
Advisor/RIA
Last Activity
within 4 months

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