About Us
Certified in Long Term Care (CLTC), a CPA (inactive) since 1982 and Financial Planner since 1990, my goal has always been to provide my clients with peace of mind by helping them make informed decisions about their money.
In my own family, my mother, grandmother and mother-in-law needed assistance with the activities of daily living during their lifetimes. My first experience with providing care to a loved one occurred when my grandmother had a stroke when I was a young teen-ager. I remember helping her into and out of her wheelchair, into and out of bed and into and out of the bathroom.
