May 16, 2019

Apparently, it’s taken me over half a year to recover from the cancer, radiation, three hospitalizations, struggles with dental bridges and more to reach this moment where I want to reach out to you again. I am deeply  grateful to all who have stayed with me during thi...

October 18, 2017

Clients familiar with my past are aware of a prior career as an attorney, CPA and Registered Financial Advisor (RIA). A phase of that career was devoted to specializing in personal financial, investment and estate planning. 

My practice focused on combining those left b...

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