Who We Are
I would describe my role as a “mechanic” of sorts: keeping things running smoothly. I’m the one to prepare documents, monitor your insurance needs, and make sure your income tax experience is headache-free. If complications arise, I investigate. If insurance policies need updating, I track them down. If Neil loses his glasses, I likely know where they are. Beyond this, I’m a writer. I craft content for our newsletters and website. I aim to take the complex ideas of finance and make them simple and easy to understand.
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