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I have worked alongside Jennifer & Todd Osgood for 27 years. I thoroughly enjoy working with our clients to help them achieve their financial goals. I have been married to my husband, Jim, for over 23 years. Together, we have children: Derek, 23, Reese, 21, & Carson, 18. When I am not working, I am spending time with our family, our Golden Doodles-Baker, Murray, & Charlie, 2 cats-Jinx & Harley Rae, friends, or traveling.
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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This offer is only valid in the United States.
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