As a financial advisor, I take a holistic focus on not just a client's present financial situation, but more importantly the ever changing goals and concerns that can be solved for and the way their position can be improved. Whether the challenge is simply earning more on their cash, building out retirement plans, helping chart the course to put children through college, tax and estate planning, and efficient wealth transfer, our team with more than 50 years of wealth management experience is ready to join your team.