I'm a Wealth Management Certified Professional™ at Vaylark Financial Services, specializing in strategic wealth management and complex planning strategies. My financial advice always passes through the lens of your family values, your financial opportunities and challenges, and the impact of those recommendations on your taxes.
My superpower is asking the questions that matter and listening intently. Planners who do this the best can deliver solutions so "obvious" - because they match your needs and situation perfectly.
Tom Martin, WMCP®