I have been serving individuals and families across the US for 20 years. As a CERTIFIED FINANCIAL PLANNER® professional, I see my role as helping clients navigate the turning points in their lives as natural transitions, both planned and unplanned, occur. I take the time to know and understand my clients well to be a proactive and responsive thinking partner and advocate. A longtime community leader, I have supported and advised the local Girl Scouts council in many capacities for more than a dozen years, including as a parent, troop leader, and long-time board member. I now serve on the National Board of Girl Scouts of the USA. Perspective Financial Services, LLC offers wealth management