Our Approach

We are committed to listening to our clients and we strive to be professionals they feel comfortable talking with. We take the time to understand the financial concerns our clients carry with them. We bring our financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of our clients’ financial lives. You can feel confident that the advice we provide will reflect your personal dreams and goals.

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

 
 

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Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
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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)