About

My goal is to help my clients achieve a life that is 'Well Lived, Planned and Protected.' We all have Financial Dreams for our loved ones. Through the use of financial products and services; e.g., Life-, Disability Income-, and Long Term Care- Insurance as well as Annuities and Brokerage Accounts; and working as a team with your accountant and attorney, I will help you achieve and protect your financial dreams. However, when a family has a dependent with 'Special Needs' – who may not be able to communicate their dreams – the need to protect their dependent takes on a whole new meaning. My areas of expertise center around Elder Care, Special Needs and Estate, Succession and Retirement Planning.