I have been helping clients improve their financial strength for almost 30 years. I take a personal approach to understand your situation and come up with ideas and solutions to help grow your wealth, achieve your goals and give you more peace around investing and spending money. I learned investment dynamics working for Merrill in New York, during and after college. Later, I was promoted several times by Fidelity Investments for my efforts in working with clients directly in their branches. I earned the Certified Financial Planner™ designation in 2001 and still have clients that go back that far with me. In 2010, Keith and I formed Integras partners to protect our freedom to always work in