My goal is to provide successful individuals with personalized, objective financial advice. I'll coordinate your finances with your other professionals, including your accountant and attorney, so that together we can help you implement tax and estate planning strategies and make decisions to improve your overall financial situation. I'll work with you to provide a clear plan of action that leaves you in control. Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.