As a financial services professional, I help professionals, business owners, and families plan and prepare for their financial future. We are able to assist in protecting income and assets, investing and accumulating assets, and preserving assets. I specialize in helping pre-retirees and retirees prepare for income in retirement. This may include business succession strategies, or estate planning. My education and designations include the FSCP©, RICP© (Retirement Income Certified Professional) and CLTC© (Certified in Long Term Care). I enjoy helping professionals, business owners, individuals and couples in preparing to live their best retirement with choices, options, and control.

Lisa Promersberger is my office manager. She ensures that clients receive the best service possible.