Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Divorce Finances
- Portfolio Reviews
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Community Outreach
- Hiking
- Running
- Spending Time with Family
- Wine Collecting/Enthusiast
Team Members
Sara WebsterSr. Branch Office Administrator- Tish FaulkBranch Office Administrator
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