From Open Vistas Financial Solutions
I understand the importance of building and protecting your wealth to create peace of mind for you and your family. My aim is to enable your dreams by being a trusted, knowledgeable, skilled and encouraging guide for my clients.
What sets me apart? I'm a behavioral financial advisor committed to give my clients the time and attention it takes to create and refine the best strategies to align their values, goals and behaviors. I can work with you with money management, investments, retirement planning, insurance and estate planning. You can even build your own financial plan.
My practice is open to everyone, however, I have specializations and personal experience in seniors/Medicare, LGBTQ+, and families with loved ones with a disability.
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