Media

Resources and Publications

Interview – Union County Living

Jaws Coffee Chat Podcast

Interview – The Doing Business with a Servant’s Heart Podcast

Interview – The Business Power Hour with Lisa and the Music Man

Presentation – Retirement Savings Ideas When Your 401K Won’t Be Enough

Interview – Financial Strategies for Educators: Navigating Your 403B and Beyond

Interview – Financial Strategies for Educators: Navigating Your 403B and Beyond

Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.

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