Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
- Employee Stock Options
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Team Members
Patti DarmodySr. Branch Office Administrator- Kathleen SpeerSr. Branch Office Administrator
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