Welcome to my Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

I work with select individuals in helping them to make goals based financial decisions in order to achieve their short and long term objectives. I have more than 25 years experience in the financial services industry.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add my site to your list of  "favorites" in your Internet browser. I frequently update the information, and I wouldn't want you to miss any developments in the area of personal finance.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck