Our Qualifications

I am a fee-based Comprehensive Financial Planner and have been working with individuals and businesses in the area for several years.

I am also licensed to sell a variety of investment and insurance products based soley on the needs and appropriateness of my clients.

I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services in a non-judgmental setting. The personalized program that I provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.