Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Business Retirement Plans
- Domestic Partner Finances
- Wealth Strategies
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- History and Museums
- Archery
- Yoga
- Table Tennis
Team Members
Susan WardSr. Branch Office Administrator
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