I have 10 years of experience working with high net worth and private clients.  I specialize in working with small business owners and individuals to plan for their retirements as well as with women in transition, and developing estate planning strategies for special needs families and others with more complex estate planning needs.  Additionally, I have experience with foundations/endowments, 401(k), 403(b), and 457(b) plans.

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However, I started Castle Wealth Advisors LLC because I wanted to provide the same ethical and approachable financial planning and investment management to individuals and business owners concerned with their financial futures regardless of age, sex, or net worth. 

Specialties:

• Wealth Management

• Strategic and Comprehensive Financial Planning

• Retirement Planning

• Estate Planning Strategies

• Investment Advice/ Asset Allocation/ Investment Management

• Alternative Investments