Over 20 years of working with my clients to help them realize financial freedom by providing a comprehensive planning approach based on a commitment of sound financial advice, attention to detail, a service-oriented focus and “state of the art” tools to help simplify and organize their finances. While the strategies for each of my clients may be different, the goal is always the same…to help provide the financial stability we all want to achieve.
Products and Services
Comprehensive Financial Services
Asset Allocation
Lump Sum Distributions
IRA Rollovers
Mutual Funds and ETFs
Access to Institutional Money Managers
Fixed and Variable Annuities
Qualified Retirement Plans
Long Term Care Insurance
Life Insurance
Disability Insurance
Business Planning
Education Funding
Education and Licenses
Certified Financial Planner – CFP Board
Chartered Financial Consultant – American College
Bachelor’s Degree in Business Administration – concentration in Finance
FINRA Series 7 Securities license
FINRA Series 66 Securities license
Personal
Married to Angela with son Michael and 2 Bulldogs – Dixie and Delta Hobbies: Volunteering, Bicycling, Hiking, Travel and Karaoke.