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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)