"A Hometown Approach"

It's all about family, community and partnership. I start by taking the time to understand what's most important to you. I have an established process designed to help you achieve your financial goals. And, I'll partner with you throughout your life to help keep you on track.

Our branch maintains a limited capacity to better serve our clients. It's a key differentiator as it ensures our clients receive personalized service and custom-tailored solutions. Kayla Masullo is my branch office administrator and has been with the firm for a number of years. She and I work together to deeply serve our clients.

But we're not alone! Thousands of skilled professionals and advanced technology support our office helping to ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a comprehensive strategy to achieve your financial goals.

Your financial goals are too important to leave to chance. You have my commitment to be there for you (and your family) through the important turning points in life. Contact me today to get started toward a financial future with purpose.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Technology

Office Information

Office Hours

Office Hours
Mon 09:30AM - 05:00PM
Tue 09:30AM - 06:00PM
Wed 09:30AM - 05:00PM
Thu 09:30AM - 05:00PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

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