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How I Work

I specialize in helping individuals develop sound financial strategies to meet their goals. Please take the time to explore my website and the wealth of information I offer. I give personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and equity compensation.

I understand the many facets of financial health and know the biggest concern for many is are they doing what they should to achieve their goals. I focus on comprehensive financial strategies to develop the plan that gets you there.  Then I stand beside you as a coach to navigate obstacles and cheer you on when you need it.

Investment Planning

As well as offering Investment Advice on your personal accounts, I also offer Investment Management including:


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Planning

Tax Planning

College Planning

Estate Financial Planning

Equity Compensation Planning

Business Owner Planning

Insurance Planning

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about me and the services I offer, send me a quick email or call the office. I look forward to speaking with you.  |  (877) 568-7526