Services Offered: Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Long Term Care Planning
Description: I am a Financial Consultant with Karr Barth/Equitable Advisors. While I work with all types of individuals & families, I have a particular passion for focusing on the needs of the LGBTQ community, our unique relationship dynamics, and how that affects our financial plans. I see my friends and family in my clients and I enjoy learning about their lives, who they love, and what is important to them. Only then, can we work together on a plan for them reach their financial goals. Oh, and by the way, I like to be positive and make my process enjoyable, productive, and informative! I love working with individuals and business owners to help them retire with dignity, protect their families, and prepare for their financial future with confidence.
