I am an experienced senior financial advisor who is passionate and committed to helping clients develop holistic financial plans in order to achieve personal and financial objectives, regardless of their knowledge of the market. I seek to educate and support, rather than lecture and pontificate. We will talk in real terms, about real objectives and what brings you peace of mind. My expertise includes working both with those in or approaching retirement as well as their children. Skill set includes investment management, retirement planning, estate planning and charitable giving strategies, assessment of insurance needs and opportunities, and evaluation of corporate benefits and retirement