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Financial Advisor with over twenty years’ experience implementing employer-sponsored retirement plans in the public sector. Throughout my career, I have managed advisors, institutional plans and personal clients. My practice specifically partners with institutions to educate and provide solutions for employees while maintaining a strong balance of client and company objectives.
These partnerships allow me to provide financial education seminars, benefit planning and retirement plan solutions while enhancing the plans value to the institution. The end result is a practice that delivers value to the client and to the institution.