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Directing Wise Choices

Personalized Financial Planning and Insurance Services

Creative unique strategies for navigating a personalized approach to financial security.

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Strategic Business Consulting

Practical experience with innovative, proven, and transferable processes designed for the 21st century firm.

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Why I Am Different

My first priority is helping you accomplish your goals, objectives and intentions by directing wise choices. Whether it’s developing a comprehensive strategic plan or addressing a single concern, my process fosters open and honest communication that leads to personalized solutions. Building long term relationships with my clients has been the cornerstone of my success since 1982.

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My Process

Begins with a comprehensive discovery process to uncover and define your unique intentions.

My History

Years of practical experience with proven strategies and techniques = wise choices.

Our Values

Authenticity. Integrity. Trust and Transparency are my guiding principles.