Right now you may have questions related to reaching your financial goals and structuring your investment portfolio. I have helped many families build a financial strategy that's creative, agile and flexible. I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to reduce their stress around financial matters and to clarify their life goals.

It would be my pleasure to discuss how we can work together to do the same for you and your family. As a seasoned and trusted professional, I use a 5-step process to help build, implement and guide you to stay on track toward your long-term goals and values. This allows me to provide you with top-notch personalized service.

My branch office administrator, Linda Vazquez, is an extension of the service experience that I deliver. Making sure that our clients' needs are taken care of with respect and care is equally important to her.

If you would like to talk about your current investment portfolio or review your long-term life and financial goals, please feel free to reach out by calling or emailing Linda or me. I will look forward to our discussion.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Scuba Diving
  • Traveling
  • History and Museums
  • Baseball
  • Hiking

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

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