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Welcome

I specialize in working with people who are retired or nearing retirement.  I believe that personalized service is essential when matching clients with the right financial security products and services.  As a Financial Adviser, I am dedicated  to learning about your personal goals.  Together we will use them to build a financial security plan focused on your specific needs.

Areas of Focus

Investment Adviser

Retirement Income Strategies

Experience

I have worked in Financial Services since 1970.

Education

ChFC - Chartered Financial Consultant

Associations

Society of Financial Service Professionals

Royal Fund Management Office
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