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SERVICES
Your Strategic Partner
WEALTH MANAGEMENT
My services focus on helping individuals and organizations identify the right strategies for wealth management to meet their unique goals.
![Couple Sitting with Financial Advisor](https://static.wixstatic.com/media/11062b_af1bda585beb41f290a87d4fdba32581~mv2.jpg/v1/fill/w_120,h_80,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/11062b_af1bda585beb41f290a87d4fdba32581~mv2.jpg)
NONPROFIT OVERSIGHT
With Legacy Global; a nonprofit organization that provides administrative oversight for Donor Advised Funds and Fiscal Sponsorships.
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This provides an additional Layer of expertise and support for clients who are looking to make charitable distributions and engage in philanthropic projects.
![Filling Out Tax Form](https://static.wixstatic.com/media/11062b_f91c262d508e47da8314867ab2d623f4~mv2.jpg/v1/fill/w_123,h_82,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/11062b_f91c262d508e47da8314867ab2d623f4~mv2.jpg)
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