When I first opened my office, the focus of my practice was Estate Planning. It grew organically as my clients’ needs grew. I strive to to offer comprehensive life planning. Aging parent’s, children with special needs, blended families, adored pets, nursing home care; these issues can be just as important. I can help you with these areas as well.
You do not have to be wealthy or have a complicated set of circumstances to benefit from the use of my services. Having the simple desire to make things easier on your family and loved ones is enough to start the process.
Feel free to reach out to me and we can set up a time to talk about what your goals are and how to achieve them.
|FL||Member in Good Standing||2002||09/29/2020|
|Association name||Position name||Duration|
|WealthCounsel||Member||2004 - Present|
|Suffolk University Law School||JD - Juris Doctor||2002|
|The Ohio State University||B.S. Finance||1986|
|Ohio State University||BA - Bachelor of Arts||1983|
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