Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Intergenerational Planning
- Wealth Strategies
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AFFP®
AFFPUSA
Personal Interests
- Cooking
- Music
- Spending Time with Family
- Yoga
- Personal Fitness
Team Members
Mary AbbottSr. Branch Office AdministratorFPQP®
Heather RotheSr. Branch Office Administrator
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