Our Approach

When a marriage ends in divorce, finances are often top of mind. We help our clients plan for their immediate needs during and after the divorce process, as well as their long-term financial goals. Using our exclusive Confident Retirement® approach, we help our clients feel the peace of mind that having sound financial advice can bring so they can move forward confidently.

More...

Background and qualification information is available at FINRA's BrokerCheck website

 
 

Your retirement – a time of possibilities

Retirement can be a time of exciting possibilities. Will you have the income you need to support the interests and activities that are most important to you? I encourage you to watch this short video to learn about a new program that can help you feel more confident about your income in retirement.After you’ve watched the video, contact me and we can talk about how this program might be able to help you make the most of your retirement.

More...

 
 

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.

Close

view commentary  

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)