Our Branch Team:
We serve, honor and educate investors of all backgrounds and professions who choose to work with us so they can focus on what is important to them. Many of our clients are in retirement or nearing retirement. Helping people navigate through this vital stage of life is very important to us.

My Background:
As a former middle school and high school math teacher, I bring my broad experience in leadership and teaching to the finance world to ensure clients receive the patience and understanding only a seasoned teacher can provide.

Our Process:
Our branch team uses an established process, which starts with learning what is important to you. We use this process to personalize investment strategies to your goals and set up guardrails in anticipation of volatile markets. We strive to provide you and your family with exceptional service and will partner with you to make sure you are confident in your financial decisions. We welcome the opportunity to learn about you and your priorities. It starts with a simple conversation – so, let's visit soon.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Divorce Finances
  • Retirement Savings Strategies

My Personal Interests

  • Baking
  • Photography
  • Tennis
  • Home Improvement
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More