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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

NONPROFIT OVERSIGHT 

With Legacy Global; a nonprofit organization that provides administrative oversight for Donor Advised Funds and Fiscal Sponsorships.

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
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