As a trusted financial advisor, I enjoy helping a family transfer wealth from one generation to the next. This is not only a process of good planning; this process involves helping the youngest, less experienced investors learn how to successfully manage their money. It is an educational process that is guided over time and through various business cycles. Seeing this process at work helps to give a family's oldest generation comfort they deserve. They can feel confident knowing that the wealth they worked so hard to create will benefit their family for many generations to come.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Special Needs Financial Considerations

My Personal Interests

  • Pets
  • Traveling
  • History and Museums
  • Photography
  • Social Responsibility

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 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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