Introduction: •FIVE STAR Wealth Manager1, 2014
•Ameriprise Circle of Success, 2008, 2009
• American Express Financial Advisors Inc. President's Recognition Award, 2005
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Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.