Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
B.S. Pennsylvania State University
CFP® College of Financial Planning
Series 7 and 63 Registered
25 years in Financial Services and Wealth Management working with organizations, businesses and high net worth families. Concentrations center in the areas of public and private investments, as well as planning for insurance, estate, charitable and succession needs. Certified Financial Planner Designee.
Currently supporting Boston, Lexington, New Bedford, Martha's Vineyard and New York
Upcoming speaking engagementsView More
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In the community
Treasurer, Bourne High School Soccer Booster Club