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.

Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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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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