Broker Check


How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.


401(k) Rollovers

IRAs (Roth, Traditional, SEP)

Advisory Services

Retirement Plans for Small Businesses


Financial Planning

Financial Plans

Estate Planning

Investment Planning

College Planning


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you. | 817-229-3177