Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Active Lifestyle
- Sports Enthusiast
- News & Media
Team Members
Lisa McGrathSr. Branch Office Administrator- Wendy CourtneyBranch Office Administrator
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