Broker Check


Services Brochure

Services Brochure

You may be surprised by the wide range of sophisticated services we can offer.  That's the advantage of affiliated with a large player--an industry leader.

You benefit from the scale of resources and options.

But, you also benefit from my attention to detail and to you.

Every Financial Decision is Based on You

Every Financial Decision is Based on You

You are literally at the center of every financial decision.

The value of having a financial advisor who offers you planning/strategy, investments, and insurance helps to ensure you have no financial blindspots.

That's what makes our financial practice different.  We take a 360 degree view of your financial needs.  Other financial professionals may focus on one area, neglecting the others.  That can leave financial blindspots.

We embrace the 360 degree view because each area has an impact on the others. 



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Individual Retirement Plans

Self-Directed Brokerage Accounts

Deferred Retirement Option Program

Tax Planning Strategies

401(k) | 403(b) | 457

Education Funding

Estate Planning Strategies

Cash Balance/Executive Benefit Plans

Corporate Retirement Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Pension Income Alternatives

Social Security Claiming Assistance

For more information about our firm and the services we offer, send me a quick email or call my office.  My team and I welcome the opportunity to speak with you.   |  305-579-4012