"Plan with a purpose."

When people ask, "What do you do?" I could say that I'm a financial advisor. However, this is only part of what I do. Like most of us, I wear many hats.

Your strategy is about you, so we start by answering essential questions.
-Who is most important to me?
-What brings me joy and adds meaning to my life?
-Can I support those I love financially, today and tomorrow?

Your individual answers help us discover why creating a strategy is important to you; this is a foundational step.

This word holds great power. As a preposition, it is a connecting word. "With" means my branch team works together with you. It's a partnership where accomplishments can happen!

Your purpose is the guiding direction for your financial strategy. Results can happen when you and I create a strategy and take action! Our purpose is to be here for you, today and tomorrow.

Common Questions:
-Do I have enough saved for retirement?
-How do I know what is enough to support my lifestyle?
-What strategies can help grow my wealth for future needs?
-What can I do to protect my family if something happens to me?
-What types of insurance should I consider?
-How can I leave a legacy for my family?

You don't have to do it alone. 'Plan with a Purpose' by connecting with us today!

Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Charitable Giving
  • New Investors
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Culinary Arts
  • Traveling
  • Music

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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