Broker Check

What We Do 
Financial Decisions.
One at a time.  Many in a Lifetime.

We encounter different financial decisions at every age and stage of life.

Often, these are first-time decisions.  Mistakes can be costly.

I can help ask you ask the questions you may not know to ask.
I may suggest options you may not consider.
I may help you avoid costly mistakes.

Let's put your money on an informed, thoughtful long-term mission.

Early Career

Let me help you take advantage of the time ahead to get ahead.

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Mid-Career

Let's preserve what's important and make sure you have a track (plan) so you can be "on track".

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Pre-retirement

You retire once.  I help people retire every day.  Let my knowledge and experience be your advantage.

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Retirement

Financial decisions don't stop in retirement.
They're just different decisions.
You're not alone.  Let me help.

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<sup>Why Work With Me?</sup><br/>Independent Insight.Customized Advice.Your Interests Come First.

Why Work With Me?
Independent Insight.Customized Advice.Your Interests Come First.

You get the best of both worlds by working with me.

As an independent financial practitioner, you'll work directly with me.  I have no sales quotas.  No proprietary products to sell.  I use my two ears more than my one mouth because listening and understanding you is paramount.

But, I'm affiliated with one of the largest financial networks in the US.  That gives me (gives you) access to a wide range of competing investment, insurance  options so we can custom-craft any financial strategy.

Scale matters today.  We have the resources to help keep your private data secure, to offer a fully digital platform to save time (and trees), and the 24/7 account access you demand, along with many other resources smaller networks do not offer.

Have you connected your personal ambitions to a financial strategy?Let's create a financial reality that allows you to pursue the life that's important to you.

Business Owners

Business Owners

Is your wealth locked up in your company?  That's risky--like having too many eggs in one basket.

Let's discuss how to set up a plan to diversify your wealth.

Public Safety

Public Safety

You take risks on behalf of our community.  That comes with some preferred financial benefits.  I can help you understand your options, set up your investments, your DROP, pension, insurance, and custom-craft strategies to match your priorities. 

Families

Families

It's all about the family.

Let's discuss your family's goals and needs.

Education funding, insurance coverage, investing at every stage of life, and estate planning.  My financial practice is equipped to address any part of the circle of life.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

<sup>Who We Are&#160;</sup><br/>Helping You Navigate the <br/>Complex World of Finance<br/>

Who We Are 
Helping You Navigate the
Complex World of Finance

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Resources 
Financial Information

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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

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Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

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My Retirement Savings

My Retirement Savings

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Are you ready to get started?

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

Get Started Today!