My goal is to provide expert guidance, along with custom designed plans to help my clients make sound financial decisions for personal, family and business needs. I believe in a measured and integrated approach to your financial security. The idea is to take concrete steps in the right direction. Then we can take it to the next level. I can help with investments, both retirement plans as well as non-retirement investments. I can also help with life, health, disability and long term care insurance. I work with individuals, families and small businesses with special expertise with the lgbtq+ community.