Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
Certifications
CFP®
Certified Financial Planner™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Sports Enthusiast
- Music
- Reading
Team Members
Dawn DonaherSr. Branch Office Administrator
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