I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
I continue to enjoy being involved in the community after 10 years as a news anchor in the Capital Region. I look forward to seeing you when we are out and about and hope you’ll stop to say “hello”!
Area(s) of Focus
- Insurance Strategies
- Investment Strategies