My Inspiration
Hard work, dedication and accurate recordkeeping were instilled by my parents into myself and my younger siblings at a young age. Family meetings were held so we could submit our time worked in order to receive our allowance. We learned the value of working for our own money, and in turn, how saving would benefit us in the long term.

Changing Lives
My passion is helping the personal investor or business owner who is seeking professional guidance for retirement and business owner strategies, while using our established personalized process to achieve their lifetime financial and legacy goals.

It Starts with Understanding and Listening
I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire.

Are We the Right Fit for You?
By using our established process, we gain an understanding of what's important to you, upon which there could be three potential outcomes. First, we may discover your current advisor and plan are a good fit. Secondly, we could identify a different strategy for your situation and ask you to join our team. However, we do limit our practice to a small number of clients. Lastly, if we aren't the right place for you, we'll recommend you to another financial advisor within our firm.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Volunteering
  • Community Outreach
  • Aviation

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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