Where do you want to go? We can get there, together. 

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Volunteering in Retirement</p>

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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<p>Term vs. Permanent Life Insurance</p>

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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<p>How Will Working Affect Social Security Benefits?</p>

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<strong>Welcome to the family!</strong>

Welcome to the family!

I have 29 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.

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<strong>Your goals are my goals.</strong>

Your goals are my goals.

I work for you, acting in your best interest, with all your goals and dreams firmly in mind.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

I'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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