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This page is dedicated to my clients and friends who are out there "Livin' Their Dreams".  Retirement and financial planning is about much more than protecting, growing and saving financial resources. It's about enjoying life through the responsible use of assets, realizing goals, and for many, leaving a legacy.

The following pictures are some of my clients doing what they love!

Rebecca in Tanzania, Africa visiting a classroom. October 2019.

L to R: Luis; Erica; Kathy; Linda & Nicolas - St.Maarten, November 2019

Susan: Karunda, Queensland, Australia - October 2019.

Linda: Joins the Long Necked women on her trip to Myanmar - 2019

Susan: Positano, Italy - October 2017

Sharon: Back Row, 5th from left (wearing light blue shirt), Los Alamos NM - August 2019

Dan: Grand Canyon / Phantom Ranch - June 2018

Sarah: Jackson, WY - July 2019

Sarah & Marisa (2 on the right): Cow Chip 5K Run, Wisconsin - August 2019

Brooke, Lauren & Tyler: Moose Pond, NH - June 2009

Lee, Brooke, Lauren, Tim, Lisa, Avery, Peter and Aubrey: Kauai, HI - June 2013

Rita: Wisconsin - August 2019

Marisa, Sarah & Rita: Colorado - January 2019