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.