Broker Check


How We Work

Our firm specializes in helping individuals develop sound financial strategies. If you are retired – approaching retirement, or still saving for retirement– please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, tax planning, and preserving wealth.

We understand the many challenges of saving and investing today, and know the biggest concern for many is outliving their money or failing to leave behind a legacy. We focus on money management, as well as other issues that are critical to your financial well being.

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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."


Traditional IRA

Roth IRA


Simple IRA

Mutual Funds




Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


Investment Speed Limit Quiz

Investment Speed Limit Quiz

How fast are you comfortable driving down the investment highway?

Have a question?

Have a question?

I would love to hear from you. No question is too small. Just send me a message. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  541-494-1034