My Approach

I am passionate about working with clients to help them plan to achieve their financial goals and plan for the future. I will look at your entire financial picture including cash reserves, debt management, investments, protection and taxes. I also ask targeted questions and listen closely to your answers. That way, I can help you feel more confident that the advice I provide reflects your personal dreams and goals.

My focus from the day I started was to build a practice defined by outstanding service to those searching for ways to pursue their financial goals. My success begins with the view that my clients deserve service based on working as a team:

Vision Statement: Your Dreams, Our Passion

Mission Statement: Working as a team, we will help shape the future of our client’s dreams by creating, developing and applying financial strategies in a personalized manner.

My Values: Integrity, Teamwork, Innovation, Excellence, Loyalty, Responsibility

A simple solution for the unexpected in retirement

Are you looking for a simple way to protect your retirement assets from the potentially devastating impact of long-term care expenses? Would you like to put cash, CDs, or money market dollars to work to help protect your retirement and loved ones from this potential risk?

Learn more about a simple solution for this unexpected risk, especially if you:
  • Are planning for retirement,
  • Have never assessed your risk to long-term care expenses, or
  • Have previously objected to long-term insurance (e.g., because you may “waste” premiums if you never have to use the benefit; or, because you were concerned about future premium increases).
18
Years of Experience ?

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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)