Who I Serve By virtue of being in the financial services industry, I have the great pleasure of working with people from all walks of life. I pride myself on having a diverse and wide reaching network of clients. I have found that different people have different needs depending on their profession and stage of life. I provide easy to comprehend solutions and services for the following groups: Families Families Corporate Executives Corporate executives Business Owners Business owners Young Professionals Young professionals Medical Professionals Medical professionals Attorneys Attorneys Have a Question? Name Email Address Phone Question Thank you! Oops!