I believe that every experience and skill that I've acquired over the years is vital to what I do today. Working in the natural gas industry for 20 years has enabled me to build relationships, handle tough deadlines and make decisions with the best available information available at the moment. While I was busy with my career, the one thing I did consistently is contribute to my retirement plan.

Albert Einstein said, "Compound interest is the 8th wonder of the world. He who understands it, earns it…he who doesn’t…pays it.”

In my opinion, he was spot on with that comment. Being consistent has enabled me to have more choices later in life and pursue my dream. At 19 years old, I knew I wanted to be a financial advisor to help people meet their financial goals. I just took a roundabout way of getting there. I want to share the information that I have acquired over the years and help serious investors achieve their goals.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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