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3522 Paesanos Parkway, Suite 100
Risk Tolerance: What’s Your Style?
Retiring in a Post-Pandemic World
Once Upon a Goal
We stay focused on market trends, so you don't have to.
To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs.
Maintaining a strong sense of community and a solid professional foundation are very important to me.
My family and I enjoy spending quality time together and being active in the community.