Legacy Services

I serve as a Daily Money Manager and Genealogist to deliver an essential combination of services to a wide variety of clients that will help preserve your legacy. As a Daily Money Manager I specialize in serving seniors and their families and caregivers, people with disabilities, and those that are frequent travelers in retirement. I bring clarity and order to an individual's daily management of personal bills, budgets and record keeping while helping an individual or couple maintain their independence. As a genealogist I can help you uncover the history that has made you who you are today. I am a member of the American Association of Daily Money Managers, Association of Professional Genealogist, National Genealogical Association, and the Virginia Genealogical Association.