As a branch team, Linda and I focus completely on getting to know you and your family to understand your personal goals. Our branch is comfortable and approachable.... We want you to feel at home here.

But your comfort level with risk is also extremely important! Our goal is to make sure you know all the appropriate investment options so that we can create your own "personal strategy". Then, we work hard to make sure you stay on track. Our home office technical support and professional analysts provide us with the most current and comprehensive guidance available. And, when you achieve your goals, we delight in your success and celebrate your accomplishments!

Whether you are planning for retirement, saving for college or simply planning an inheritance for the people you care most about, we take pride in offering "Service Beyond Your Expectations". And we promise to communicate with you regularly to keep you updated and informed – we even help coordinate meetings with your CPA and your estate planning professional. It is so important that all those who are involved in achieving your goals are on the same page!

We look forward to meeting you and working with you throughout your lifetime in ways that are meaningful to you and your family!

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • College Savings
  • Retirement Income Strategies
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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