top of page
​
IWI cert badge 1.PNG

Investments & Wealth Institute is the industry-leading professional association, advanced education provider, and standards body for forward-looking financial advisors, investment consultants, and wealth managers who embrace excellence and ethics in all their interactions.

​

June 15 is World Elder Abuse Day.

Stay tuned as I bring many new tools to help you manage the care of your loved ones. 

Older Americans are our greatest treasure and deserve to be treated with the greatest dignity and respect.

 

World Elder Abuse Day June 15.png
My favorite visitors!

One day as I was walking up to the office, a few geese welcomed me, and I grabbed this picture with my phone.

They love the Burton Hills space as much as I do. 

When you drop by to see me--feel free to feed them!

bottom of page