CERTIFIED FINANCIAL PLANNER professional
Senior Partner

Welcome, and thank you for visiting.

My mission is to help individuals, families and businesses customize tax-efficient and cost-effective strategies to reach their unique financial objectives. This is accomplished through the use of investments, insurance and various other financial products and services.

Periodically, we review your goals and strategies to gauge our progress.  When your financial or personal circumstances change, often your financial strategies need to be updated to reflect those changes.

Most of all, I want to help you make informed decisions about the issues that affect your financial well being, giving you your best chance to achieve your objectives.

I hope you find this site informative and useful.  Feel free to contact me if you would like more information about my services.

I look forward to hearing from you, and please remember that I always have time to assist you and the people you care about with your investments, insurance or retirement planning needs.  I am totally committed to serving the financial needs of anyone you recommend to me.

CONSULTATIONS ARE COMPLIMENTARY AND, OF COURSE, CONFIDENTIAL.