Planning for a confident retirement

Planning for a confident retirement
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.
Planning for a confident retirement

Advisors are not Equal

As a financial advisor that holds CPA and CERTIFIED FINANCIAL PLANNERTMcertifications, I bring a vast bank of knowledge to the table. Beyond my experience as a financial advisor, I have an extensive background and understanding of taxation, accounting and business consulting. I understand the importance of relationships with professionals and will work closely with your accountant and other professionals you authorize to help ensure that everyone involved with your financial well-being is kept up to date. I have an open door whether your portfolio is large or small. If you call or email, I generally respond in 24 hours. I believe that a client-advisor relationship is a two way street.

40
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 20 reviews 100.0

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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)