As a financial professional, my aim is to empower my clients to make informed decisions and take effective action toward meeting their specific goals.

What is distinctive about my approach is a focus on objective advice.  By building a relationship based on advice, rather than transactions, my success is directly linked to that of my client.  I can offer my clients a broad range of options for their individual and business needs through:

• Investment Services/Asset Management - Asset Accumulation, Brokerage Accounts, Asset Protection, Short and Long Term Goals.
• Risk Management - Wealth Preservation, Income, and Family Protection.  Life insurance, Long Term Care, Disability insurance.Financial Planning Strategies - Education Funding,
• Retirement Planning, Estate Planning. Financial security in times of loss and in retirement.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.