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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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New Clients

To securely submit financial documents to your advisor.

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Insurance Clients

Insurance Clients

For Life and Disability policies.

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Investment Clients

Investment Clients

For investment portfolios with Park Avenue Securities.

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Investment Clients

Investment Clients

For investment portfolios with AssetMark.

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