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Mission Statement

My mission is to help people plan for their future by helping to build, protect and preserve wealth. For more than 30 years, I have been honored to assist individuals and businesses to identify problems, and develop customized solutions utilizing innovative and appropriate insurance and financial products.

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  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

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