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Free Consultation

You can use my calendar below to schedule a free consultation (phone, Zoom video, or in-person) with just a few clicks. This time will allow us to learn about each other, ask/answer questions, assess mutual compatibility, and investigate the possibility of working together.

Note: Before we meet, I encourage you to provide as much relevant information as you are comfortable sharing. This will help us make the most of our time together.

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Contact Details

Note: Meetings by appointment only.

I am an independent investment advisor based in the West Palm Beach (FL) area but I work with clients in other locations using Zoom and other tools.