Broker Check

We consider ourselves to be financial caregivers. We accompany our clients on their financial journey through life’s milestones. Some of those milestones include:

  • Starting a business
  • Managing the complexities of owning a business – payroll and tax compliance/planning
  • Planning for education
  • Planning for and monitoring progress towards retirement
  • Buying or upgrading a home
  • Managing the financial concerns of a divorce
  • Retirement
  • Legacy and transfer of wealth planning – sale of a business/birth of a grandchild
  • Death of a loved one

I have a staff dedicated to helping clients filter the barrage of financial information available to them. We help our clients make informed decisions and seek solutions to suit their personalities and their needs.

Mandy has been a financial caregiver since 1990.

Suggested Content

<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More
<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
Learn More
<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More