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read moreYou spend a lifetime saving for your family to make sure they are protected and secure. We understand that building wealth is just one step on your journey to financial independence, assuring a secure retirement, as well as establishing a legacy for future generations. We are there to help build and strengthen your choices every step of the way. Taking a multigenerational approach, we embrace planning that continues even after you are gone. Your concerns will be preserved and protected for your grandchildren and your great grandchildren.

read moreLooking at investment charts and calculating new strategies is like breathing air to me. I am passionate about using all of my tools and data to design solutions so my clients can enjoy their lives and work on the things they love. My husband teases me that I'd rather be looking at my charts in the evening than going out to a party. Part of being able to visualize great solutions is to stay informed about not just the technical details of the investment world, but the context of our global economy and how those pieces potentially impact your individual holdings.