A customized solution

I am committed to helping clients plan to accumulate, protect and manage their wealth through a comprehensive, yet personalized, financial planning approach that incorporates thoughtful tax planning strategies, appropriate insurance planning, disciplined investing and estate planning strategies. I offer a wide range of product solutions from well-known investment and insurance firms, which allows me to provide timely recommendations that seek performance opportunities. I pride myself in working with busy, successful clients in an integrated approach to help them become empowered by understanding and managing their finances more effectively.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)