Categories: Financial Advisors & Planners
Services: Charitable Giving, Domestic Partner Planning, Employee Stock Options
Specialties: Retirement Planning Strategies, Women's Financial Strategies, Financial Strategies for LGBTQ Couples and Families, Retirement Income Strategies, Estate Planning Strategies, Retirement Plan Distribution, Insurance, Small Business, Saving for Education, Charitable Giving
Languages: English
Associations: CRPC, CLTC

Serving you in these unprecedented times During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.