

Focus Areas
- Wealth Strategies
- Business Retirement Plans
- Teachers and Professors
- LGBTQ+ Finances
- Entrepreneurs & Business Owners
- College Savings
Focus Areas
- Wealth Strategies
- Business Retirement Plans
- Teachers and Professors
- LGBTQ+ Finances
- Entrepreneurs & Business Owners
- College Savings
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Art & Theater
- Board Games
- Hockey
- Home Improvement
- Personal Fitness
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
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