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Experience

I provide holistic financial advice related to investments, retirement, estate planning, charitable giving, and personal taxes. As my clients’ personal CFO, I help them navigate their unique financial plans to work toward accomplishing their short- and long-term financial goals.
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I attribute my interest in finance to growing up on a farm. I’d often go to the market with my dad and was fascinated with the fluctuation of cow prices. It was a real-world lesson in free market economics!

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