Broker Check

I take an innovative approach to wealth management.

I personally work with you to help achieve your financial goals. They can include investing in your business, purchasing a new home, fine art or whole life insurance policy, sending a child to college, living well in retirement, leaving a legacy to your children, or developing tax minimization strategies. I also specialize in proving long-term care insurance and advising families on homecare and assisted-living solutions.

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Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.