Partners in Life Planning
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It’s Not Just Golf That Takes Coordination!

As a Certified Financial Planner® for over 25 years, I never tire of speaking to new clients about their situations, getting to know them, and helping them to solve their financial issues, either good or bad. It's what gets me up in the morning (aside from the dog!) wondering "who am I going to help…
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BBQ Ribs And Investment Strategies

I spend a fair amount of time in AZ, NY and Tennessee. Being a foodie, one weakness I have is for Southern food: especially BBQ and Ribs. Now, the preparation of ribs are a definitive process, made very differently depending on where you are. South Carolina, Tennessee, Texas, Southwest region, Northeast- all prepare their ribs…
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Is Your Moonshine Still Made In The Woods?

I have another home in Tennessee, our little getaway for Elizabeth and me. We try to get there when we can, which is never enough! Tennessee is the epicenter of the moonshine runs that the old stories are made of, of stills in the woods and bootleggers running the "shine" to their destinations in high…
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