LIVIN' THE DREAM

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!

Client Centered

Sharon at Kenda Bay, Kenya, Africa visiting a school she supports. March, 2020.

Client Centered

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

Client Centered

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

Client Centered

Susan: Karunda, Queensland, Australia - October 2019.

Client Centered

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

Client Centered

Susan: Positano, Italy - October 2017

Client Centered

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

Client Centered

Dan: Grand Canyon / Phantom Ranch - June 2018

Client Centered

Sarah: Jackson, WY - July 2019

Client Centered

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

Client Centered

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

Client Centered

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

Client Centered

Rita: Wisconsin - August 2019

Client Centered

Marisa, Sarah & Rita: Colorado - January 2019