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Professional Partners

I have established working relationships with other area professionals in order to provide more specific guidance when necessary. They include the following:

 ATTORNEYS

            Estate Planning

            Wills & Trusts

CPAS

            Tax Preparation

            Tax Planning

GROUP HEALTH BENEFIT CONSULTANTS

            Group Health Insurance

            Group Dental Insurance

            Group Vision Insurance

PROPERTY & CASUALTY INSURANCE PROFESSIONALS

            Homeowner’s Insurance

            Car Insurance

            Liability Protection

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck