Eileen brings more than 20 years of insight and experience to her clients who have the business acumen to act on objective recommendations and financial wherewithal to make informed, long-term decisions. Tailor made planning strategies is her focus for the closely held business market and high net-worth individuals.
Eileen implemented individual estate and business succession plans through client education and advisor counsel. Asset protection and preservation are common themes she is often asked to address. Eileen provided continuing education as an instructor and a frequent speaker at Estate and Business Succession seminars.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0816167.