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

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

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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)