For the last 22 years, the focus of our office has always been how to best serve our clients. From returning calls as promptly as possible to addressing complicated issues, my branch office assistant, Kathy Wald, and I pride ourselves in helping the people we serve. As a financial advisor, I spend most days working with clients to achieve their retirement goals.

Because I view my job as incorporating a lot of problem solving, years ago I chose to attain my Certified Financial Planner™* and Chartered Financial Consultant designations. Later, I also pursued the Accredited Asset Management™** designation and a master's degree in counseling.

How we can help you reach your goals has been and always will be the thrust of our business. Kathy and I have worked together since 2009 and we are dedicated to providing the highest level of personalized service possible.

* Certified Financial Planner™ (CFP®) - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

** Accredited Asset Management Specialist™ (AAMS®) - The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri Closed
Sat Closed
Sun Closed

Branch Team

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