I specialize in financial planning and investment services for pre-retirees and retirees, offering CFP® expertise with a warm, relationship-driven approach.
Non-profit organization offering workforce training for youth, adults & dislocated workers in programs such as basic skills, computer training, on-the-job training and vocational scholarships.
SRJ Collaborative helps leaders and teams unlock talent, strengthen collaboration, and elevate performance through coaching, consulting, and leadership development programs.