Connecting Values to Finance. Two years after the birth of the Occupy Movement, these words might seem counter-intuitive to many but they have guided my business activities for the past eight years. As a local, independent financial advisor, my mission is to help people connect their values to their money. Socially responsible investment, insurance planning & Medicare guidance, are my top areas of expertise and I love what I do.
I will be hosting an Estate Planning presentation at the Columbia County Chamber featuring attorneys of Freeman Howard, PC. November 7th at 8:30am. To register call 518 220 4233