Focus: Insurance Strategies, Investment Strategies, Special Care, Retirement Income Planning, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning, College Funding Strategies
My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
Check the background of this investment professional on FINRA’s BrokerCheck
9 South Washington Street, Suite 415
Spokane, WA 99202