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The Millennial’s Guide to Retirement Planning
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Providing high-level planning for businesses, executives, and their families.
Relationships are the backbone of my work as a Financial Advisor. I’ve dedicated my 20-year career to establishing relationships built around professionalism, trust, and integrity, while helping my clients protect and provide for those they care about most.
I’m passionate about giving back to my Salem community, and enjoy working with local businesses, executives, and their families to create complete-picture plans to ensure longevity and protect their legacy. I specialize in employee and executive benefits planning, wealth management, tax-efficient strategies, succession planning, and business risk management.
My team and I will treat your business like it’s our own, and we’ll create a specialized plan for your unique needs. No matter the current market or changing financial landscape, we’ll act as a part of your team, and be here for you every step of the way.