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.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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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.

<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.

<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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