I assist my clients with all of their financial planning, asset management, and insurance needs, and coordinate with their accountant, attorney, and other professionals as needed. My passion is supporting families who have been impacted by dementia, and also serving the professionals who assist those families. I show my gratitude to those clients by donating a portion of my profits to the Alzheimer's Association every year. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bridgewater Asset Management, LLC, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info