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Financial Services
Hours:
Weekdays 0800-1800
Weekends by appointment
Driving Directions:
Parking is QUITE limited. I went virtual at the beginning of COVID and never looked back. It is probably easier for me to visit you!
My business card says Chief Investment Officer, but you can think of me as your sailboat captain. As your sailboat captain, my only role is to bring you safely to your own private island. On your own private island is your dream car, boat, house, college, retirement, legacy - or whatever you need to live your best life. Please climb aboard!