I am an independent CERTIFIED FINANCIAL PLANNER (tm) practitioner. I specialize in investment options, retirement strategies, life & health ins.

Now, more than ever, you need experienced counsel and trusted advice. My job is to help you make smart choices about your money and avoid the mistakes you can't afford to make. You need an advisor you can trust to help you navigate today's volatile economic environment. My goal is to partner with you, and to proactively coordinate with other members of your wealth management team (accountant, attorney, etc.), to fully address all the complexities of your comprehensive financial plan. As an indep...

Now, more than ever, you need experienced counsel and trusted advice. My job is to help you make smart choices about your money and avoid the mistakes you can't afford to make. You need an advisor you can trust to help you navigate today's volatile economic environment. My goal is to partner with you, and to proactively coordinate with other members of your wealth management team (accountant, attorney, etc.), to fully address all the complexities of your comprehensive financial plan. As an independent CERTIFIED FINANCIAL PLANNER (tm), I can be compensated primarily on how well I serve you rather than what I sell you. So you can always count on getting answers that are in your best interest. With consistent and thoughtful contact, I can coordinate your overall plan.