Karen, Vicki and I desire to run our business with the following vision always at the top of our minds: "to give personal (family-like) service to our clients that ensures they know they are valued as we help them achieve their financial goals."

Our branch is run with the desire to treat our clients like family. The desire to see our clients achieve their financial goals is why we exist, and why we do what we do. I do this by understanding what is important to each client, evaluating the progress towards each goal and sticking to our philosophy of quality investments, diversification and a long-term focus. In addition, I want to help clients have the protection in place for the unforeseen things that might happen in their life.

As a financial advisor for over 17 years, the relationships are what I cherish most about the work that I do. When I'm not working, I spend my time with all of the activities that having three teenagers and a wonderful wife brings! Watching basketball and baseball games, ballet recitals, hiking, reading and working out keep me very busy.

Outstanding service is our goal as we strive to help ensure that our clients are protected, own quality investments, and we help keep them on track to achieve their long-term financial goals.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Basketball
  • Hiking
  • Spending Time with Family
  • Sports Enthusiast
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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