Mission Statement

To empower you and help you pursue your dreams while navigating through life's uncertainties so you feel more confident about your financial future.

VALUE PROPOSITION:

I work with people nearing retirement, retirees, and widowed/divorced individuals who are motivated to get their financial house in order. My goal is to provide clarity so you feel more peace of mind about your financial future. I do this by listening to what's important to you, then designing a financial plan carefully tailored to your dreams and goals.

My purpose is to help you deal with the complexities of wealth, exploring the full range of possibilities it can bring, and advising you on strategies for harnessing its potential.

I use a Seasons of Advice ® service model to help deliverproactive, flexible and relevant financial direction to help keep you on track and your investments current.

Seasons of Advice®is a trademark of HCA Consulting Services, Inc.

23
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 24 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)