With over 23 years of experience in the financial services industry, I am passionate about helping clients achieve their financial goals and navigate the complex challenges they face. As the President and Partner of Partnership Wealth Management, I provide customized investment strategies, comprehensive financial planning, and collaborative advice for our clients, with a focus on LGBT clients, charitable giving, and pension plans. I am a CERTIFIED FINANCIAL PLANNER™ professional and have the Accredited Domestic Partnership Advisor™ designation, as well as a certificate in philanthropic solutions in financial planning. I also write and speak regularly on financial topics, especially those