Value Statement

As a CERTIFIED FINANCIAL PLANNER professional I provide a complete range of wealth management services for our clients. As an Independent Advisor, the sole focus is on  the success of my clients, not shareholders or corporations. This  allows me to add significant value when consulting objectively and personally with those who place with me  their financial trust and in the financial  products and services I deliver.  

 With 25 years of experience, I assist clients with their personal, retirement, business and wealth transfer strategies. I help strategize  the most complex financial concerns in the lives of my clients  while addressing their most immediate financial considerations.  As the lives of my clients change, remaining steadfast and focused on their goals is paramount.  This focus is unwavering, especially amidst the most challenging of economic conditions. I welcome the opportunity to assist by carefully listening, implementing strategies, placing investments and monitoring clients resources.  I set forth on helping clients create the proper plan and or strategies to optimize their resources and focus on the future while mindful of their current needs.