About Us

Firm operates as a Registered Investment Advisor on a fee only basis (for investments only, commissions for insurance products). I help individuals, families, businesses, non-profits, governmental organizations plan and achieve their financial dreams & goals. I take the time to get to know my client's unique desire & current situation in order to make any recommendations if needed. My main areas of focus are:
Retirement planning (Individual and/or through business retirement plans)
Education planning
Investment planning
Tax planning
Estate planning
Life & Health insurance planning

I look forward to helping you in any way that I can.