Financial decisions don’t have to be confusing. For thirty-two years, I have helped clients understand strategies using simple, easy-to-understand language. I believe this lays important groundwork so that you can make the most of your financial health.
As a veteran in financial services, I have advised hundreds of individuals, families and business owners, helping them pursue their investing and financial goals. My team and I have helped clients prudently manage financial plans, insurance programs and investment strategies.
My clients have told me that that investing in a financial planning relationship has helped them feel more confident in their financial future and has provided peace of mind for them, their families and the legacies they wish to leave behind.
I am committed to ongoing education and have earned the following certifications throughout my career: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® and Chartered Life Underwriter®.