Specialties
Investment Management, Investments, Sustainable and Responsible Investing, Financial Planning for Small Business, Wealth Preservation Strategies, Tax Planning Strategies, Estate Planning Strategies, Intergenerational Planning, Social Security Retirement Benefits, Retirement Planning Strategies, Retirement Income Strategies, Consulting on potential benefits and risks of IRA rollovers, Charitable Giving Strategies, Insurance, Cash Flow Management Strategies, Saving for Education, Domestic Partner Planning, Women's Financial Strategies