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! My goal is to make sure you know ALL of 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 technology support and professional analysts in our home office help provide us with the most current and comprehensive guidance. 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 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

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

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