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Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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Meet Our Team

What is most important to you?

What is most important to you?

I love having the opportunity to work with my clients. I want to understand what is most important to them on their financial journey and then work to produce a plan that helps them work toward their objectives.

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